Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.18

-4.3%

Nov 17 3:59 PM EST

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To: MileHigh who wrote (10409)	11/26/1998 10:58:00 AM
From: unclewest	Read Replies (2) of 93625

milehigh i was just thinking. increased dram production actually helps us, even with lower prices. the previous forecasts for rdram 1999 production was 33,000,000 units. demand for rmbs is predicted at 175,000,000 units. (prices can go back down about 10% max.) if the dram mfr's fill that void between 33 million and 175 million in 99 instead of 2000 it just accelerates rmbs earnings growth by one year. let's just say a dram costs a dollar and use the cowen's figure of 1.7% average rmbs royalty. 33 dram's at $1 X 1.7% = $56.10 175 dram's at $.90 X 1.7% = $267.75 the rmbs business model of royalties on sales price rather than profit margin is phenomenal, brilliant.

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