Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.20

-3.3%

Nov 20 3:59 PM EST

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To: wily who wrote (7843)	10/6/1998 8:33:00 AM
From: Shibumi	Read Replies (1) of 93625

>>This is my weekendly stab at UMV, ultimate market value calculation for our difficult but charming friend Rambus. Size of Dram market today: $25 billion (number courtesy of InStat (1)<< For your information...the following lists the projections for the DRAM market by the Semiconductor Industry Association. The middle column was the projection made in October of 1997 and the rightmost column ws the projection made in June of 1998. ________10/31/97__________06/03/98 Year___DRAM Market______DRAM Market 1995______40.8______________40.8 1996______25.1______________25.1 1997______20.1______________20.1 1998______25________________14.5 1999______32.2______________18.4 2000______41.7______________24.9 2001______---_______________33.6 (Note: All data from the SIA website -- 06/03/98 numbers from a survey that SIA reported, numbers derived from growth estimates in survey).

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