Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 115.18

-7.7%

3:59 PM EST

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To: unclewest who wrote (10336)	11/25/1998 6:13:00 AM
From: WILLIAM C KLEMA	Read Replies (3) of 93625

Good morning to you to! So that number quoted was for only 144-Mbit DRAM? I took it to mean that total global sales for DIRECT RDRAM would equal the US$13.5 billion in sales. "In all, Samsung expects total available market for 128- and 144-Mbit DRAM to reach 60 million units in 1999. By itself, Direct RDRAM will account for global sales of $2.6 billion next year and reach $13.5 billion in 2000, according to the company." My head is starting to swim in all these numbers! That $13.5 billion figure would equal about $230 million in royalties to RMBS for the year! @ 40% NPM = something like $3.50 a share in profits in the year 2000 .... Yes, yes in deed, something north of $10 a share in 2000 is starting to look very good.

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