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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 106.53-1.9%3:59 PM EST
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To: r.edwards who wrote (58386)12/8/2001 3:01:56 AM
From: Bilow  Read Replies (1) of 93625
 
Hi all; Might as well dig up this old post from October 20, 2000. This was what could have happened by July 21, 2001 in order to get RMBS to $500 per share:

By July 20, 2001
· Earnings for the June quarter are .35 per share (Increased royalties from P4 memory and new agreements with retroactive royalty.)
· Pentium 4 prices come down and it starts to enter the upper end of the mainstream desktop market.
· Rambus PC800 128MB memory declines to only $30 more than PC133 SDRAM, and Rambus PC600 is only $10 more than PC133.
· Micron loses lawsuit in Germany and can no longer ship memory to Germany.
· Micron settles and signs SDRAM/DDR royalty agreement with Rambus.
· At least two SDRAM memory controller chip companies sign royalty agreements with Rambus.
· Rambus announces long list of well-known manufacturers who must pay royalty to Rambus.
· Microsoft announces that their XBOX will use Rambus memory. #reply-16069999

-- Carl
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