Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.69

-0.8%

3:59 PM EST

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To: Alan Hume who wrote (10422)	11/26/1998 5:05:00 PM
From: unclewest	Read Replies (1) of 93625

hi alan, you make some very good points. i'm not sure how big a player mu is going to be though. sure intel is buying some insurance with their big offer, to be certain they do have a sufficient supply of rdram. but intel only pays if mu produces. mu won't play unless it is profitable. they are almost a wounded duck and can't afford to be in a losing game. with the newly announced immediate production increases by samsung, and the other korean and japanese dram mfrs, it looks to me like they are intent on filling the 1999 rdram production shortfall of about 140,000,000 modules before mu can get setup next summer. in other words samsung et al are going to try get to market with product faster and in the quantities intel needs, thereby shutting mu out.(saving their own skins and intel $500,000,000) it is a win win win for us. especially if rdram is produced in 1999 in quantities 5 X higher than previously anticipated. regarding earnings. i have tried to quantify in simple formulas, numbers provided in most recent press releases from a variety of companies and other legitimate news orgs, all of which were posted here by other thread members. the numbers are what they are. there is not a single assumption from me in them. i have no quarrel with your assertion that they may be high. i could also argue that they may be quite conservative(i am) and end up being low. time will tell. thanks for your insights. unclewest

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