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

To: unclewest who wrote (25984)7/30/1999 9:18:00 AM
From: Zeev Hed  Read Replies (1) | Respond to of 93625
 
uncle, I was under the impression that the RMBS's model was that total dram revenues will be 35% of total revenues (the rest coming from controllers, logic chips, Nitendo, Playstation, RIMM's etc.). I think the error is in taking DQ estimate of $43 billions in DRAM sales in 2001. I would not be surprised if these do not go much above $35 billions and possibly barely $30 billions.

Zeev



To: unclewest who wrote (25984)7/31/1999 2:20:00 AM
From: Gary105  Read Replies (1) | Respond to of 93625
 
unclewest, could you clarify your estimate re. dram sales - are pc dram sales only 1/3 of total dram sales? (its easy for cfo to say multiply pc sales by 3, but i would like to see verification that pc sales are 1/3 of total dram sales) also what % royalty does rambus get on dram sales?

thanks,

gary


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