Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.29

-3.2%

3:59 PM EST

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To: Timothy Liu who wrote (10777)	11/30/1998 9:10:00 PM
From: Zeev Hed	Read Replies (1) of 93625

Timothy, for me it is much simpler to look at the total DRAM market (which is going to finish this year under $20 Billion and could possibly, according to some, reach $23 to $25 Billions in 1999), take a penetration of Rambus at x% and then take 1% of that(1.7% before taxes and 1% after taxes) and voila earnings. My problem is estimating x. By the way, since we are talking models, because RAMBUS licenses everyone, these earnings are considered normal capital gains and not long term capital gains (as Royalties from exclusive licenses are treated). Zeev

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