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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: unclewest who wrote (22427)	6/12/1999 9:29:00 PM
From: Don Green	Respond to of 93625

Here is an interesting quote I found today.. " Profits are an opinion, cash is a fact. " I really like that one regards Don

To: unclewest who wrote (22427)	6/12/1999 9:49:00 PM
From: Don Green	Read Replies (2) \| Respond to of 93625

I know many of the bus riders here have nothing but the greatest faith in the future growth of earnings and with that the ever increasing price of their stock. But I really wonder if many here really take in consideration what a strong down-turn in market, can do to those prospects? There again, appears to be a lot of negatives brewing on the horizon a.k.a (hedge fund, yen carry trade issues and derivatives)for the markets that can play out at any time, and when they do.. it won't be pretty. 70-20-10.. I am not trying to scare ANYONE, just giving my perspective on this stock and it's relationship to the market. I would love to see Rambus pop up and close about 90 next week then rally strongly up from there to get the shorts excited.. It may happen, but there is a lot of other things happening that could certainly prevent that from occurring anytime soon. regards Don

To: unclewest who wrote (22427)	6/13/1999 1:42:00 AM
From: Don Green	Read Replies (2) \| Respond to of 93625

I guess this needs to go into the Unclewest/Rambus PR database.. Key facts about Asia's major chip makers SEOUL, June 13 (Reuters) - Asian companies are dominating the world memory chip market and the following are key facts about the region's major chip makers, compiled by Reuters (in US$ mln, cents, percent): (US$1 = 1,168 won, 118 yen, 32.5 Taiwan dollars) ______________________________________________________ 1999 1998 1997 forecasts actual actual ______________________________________________________ SALES REVENUE (million U.S. dollars) Hyundai Electronics ~ 3,781.7 2,988.9 Industries Co LG Semicon Co ~ 2,393.8 1,718.3 NEC Corp ~ 31,237.3 34,542.4 Samsung Electronics ~ 17,195.2 15,809.1 Co Taiwan Semiconductor ~ 1,545.6 1,351.9 Manufacturing Corp Toshiba Corp ~ 31,355.9 32,389.8 United Microelectronics ~ 565.9 770.9 Corp ______________________________________________________ NET ATTRIBUTABLE (million U.S. dollars) Hyundai 18.3 -124.2 -157.1 LG 35.8 39.5 -248.0 NEC ~ -1,189.0 343.3 Samsung 577.1 268.2 105.7 Taiwan Semiconductor 622.1 472.1 552.6 Toshiba ~ 280.1 509.6 United 238.1 135.6 299.7 ______________________________________________________ EARNINGS PER SHARE (cents) Hyundai 16 -109 -283 LG 32 139 -356 NEC 14 -74 22 Samsung 420 215 106 Taiwan Semiconductor 10 ~ ~ Toshiba 6 -4 9 United 4 ~ ~ ______________________________________________________ WORLD SEMICON MARKET SHARE (percent) Hyundai ~ 1.3 1.3 LG ~ 1.1 1.2 NEC ~ 6.0 6.9 Samsung ~ 3.5 4.0 Taiwan Semiconductor ~ ~ ~ Toshiba ~ 4.3 4.9 United ~ 0.2 0.3 All Asian companies ~ 37.1 40.8 ______________________________________________________ WORLD MEMORY MARKET SHARE (percent) Hyundai ~ 7.3 6.2 LG ~ 5.3 4.8 NEC ~ 9.1 10.4 Samsung ~ 15.4 14.9 Taiwan Semiconductor ~ ~ ~ Toshiba ~ 5.0 4.8 United ~ 0.0 0.0 All Asian companies ~ 68.5 67.8 ______________________________________________________ WORLD DRAM MARKET SHARE (percent) Hyundai ~ 11.4 9.0 LG ~ 7.9 6.7 NEC ~ 11.0 12.1 Samsung ~ 18.6 18.8 Taiwan Semiconductor ~ ~ ~ Toshiba ~ 5.0 5.0 United ~ ~ ~ All Asian companies ~ 78.5 77.1 ______________________________________________________ WORLD MARKET SCALE (US$ bln on average exchange rates) Total semicon revenue 153 136.2 147.2 Memory revenue ~ 24.6 31.0 DRAM revenue ~ 15.3 20.7 ______________________________________________________ SOURCES: Each company, Barra's The Estimate Directory, IBES International, Dataquest, Internet sites NOTE: ~ indicates data is unavailable, fiscal year ends on March 31 the next year for Japanese companies.