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


To: Ian Anderson who wrote (25982)7/30/1999 9:09:00 AM
From: unclewest  Read Replies (2) | Respond to of 93625
 
>>Sanity check on your figures
PC revenue only

120M PCs will be manufactured in 2001
Rambus in 50% of them earning $2 per machine
$120M/25M shares = $4.8 per share <<

ian,
i appreciate your input...
your figures dove-tail very nicely with mine.

you have calculated revs from pc sales alone at $4.80 per share which according to rmbs cfo will only account for 1/3** of total revs.

this time, i used total dram sales and got $14.62.

multiply your pc revs by 3 and you get $14.40.
unclewest

** i have explained that before, but i will again if you missed it.