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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 91.18-4.3%3:59 PM EST
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To: unclewest who wrote (10415)11/28/1998 4:22:00 PM
From: MileHigh  Read Replies (2) of 93625
 
uncle,

Re your message, since RMBS is not at "full ramp" yet, we are less effected by DRAM pricing. That is, unit volume growth will greatly exceed any decline in per unit DRAM pricing that will occur over the next 2-3 years. BUT, if RMBS was fully ramped and DRAM prices were falling, then royalty revenue would be decreased.

I know this is obvious, but if actual unit volume sales are doubling if not tripling in next 2-3 years, a decrease of 5% in DRAM prices matters not, only in that they could have generated more royalties at higher DRAM prices.

I am less concerned with DRAM prices this early in the game.

MileHigh

PS- I went out of town and we almost hit $100- I'll leave again on MON!
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