SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?


To: Skeeter Bug who wrote (24325)7/8/1999 8:24:00 PM
From: unclewest  Read Replies (2) | Respond to of 93625
 
>>uncle, i said 20% unit increases. there is a difference between revenues and units. when you understand this not so subtle difference, you will understand both my post and dq's numbers.<<

skeeter,
with your help i'll try to understand better.

shoot, i don't even like to talk about pc's. i am kinda dumb when it comes to pc's.
i would much rather talk about drams. after all, this is the rambus rdram thread right?
dataquests projected dram sales for the next few years is...

2000...$35.5 billion

2001...$60.1 billion

2002...$104.3 billion

your pc #'s are higher than dq's, are your dram #'s higher too?
and what % of all of this do you think rambus will get?

we know royalties are between 1.5 and 5%. if rambus gets 25% @ 2.5% in 2002 it will be $50 per share in revenues and probably $30+ in earnings. what happens if rambus gets 50%?
scary huh?
unclewest

btw the numbers i posted earlier were for unit sales increases not revenues.