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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: grok who wrote (67832)	8/6/1999 11:20:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1574129

KZ, <Yes, Rambus has figured out how to support Chip Kill. But it won't be supported until the 256 Mbit generation which won't become the price leader for ... ? a couple years? But just having the roadmap may start breaking down the RAS resistance to Rambus. (I really glad that I've become a rambus investor!)> I share your enthusiasm for the technology but can't get enthused about the valuation. What do you think the value of RMBS should be if it achieves x% market share (pick your own x) by the end of 2001 and then grows with the memory market at, say, 30% a year after that? i.e. (year 2001 EPS* PE of 30) discounted to 1999? Chuck