Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.37

-0.4%

3:59 PM EST

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To: puborectalis who wrote (17409)	3/18/1999 11:12:00 AM
From: RetiredNow	Read Replies (3) of 93625

I keep doing the math, but it seems too optimistic. Can someone check my calculations or assumptions and correct me: memory market size = $40B 2001 RDRAM mkt share = 31% (from eet.com 2001 RDRAM sales = $12.4B Rambus royalty avg = 1.5% Rambus RDRAM related revenues = $186M Rambus' current annual revenues from other products = $50M (est.) Total 2001 Rambus revenues = $236M Net (aftertax and everything else) Margin % = 50% Total 2001 Net Income = $118M Total shares o/s = $25M 2001 EPS = $4.72 current PE = 270 2001 PE assumption = 100 2001 est share price = $472 That's a 547% gain in 2 1/2 year's time! Kick ass. Are my assumptions too optimistic? Because usually I am more conservative than most. So I either am doing something wrong, or Rambus has explosive potential.

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