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

To: unclewest who wrote (26085)	7/31/1999 12:18:00 PM
From: Gary105	Read Replies (2) \| Respond to of 93625

my wag at top end of 2001- 2002 estimate assumes 1.7% royalty x 50% market penetration x $45B dram market = $383 M. assume expenses associated with the above are $100M leaving $283M. Assume 35% tax rate leaving $183M. Assume 30 M shares outstanding by then, gives EPS of 183/30 = $6 per share. Until convinced otherwise, I think earnings on other items will be small compared to dram applications (which include both pc and other). therefore i submit an upper estimate of $6 per share in 2001 - 02 timeframe. actual numbers could be lower. note dram market is cyclical - expected to peak in 2001 at $50+B before settling back to $40B range in 2002. hea.com