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To: unclewest who wrote (27073)	8/14/1999 9:46:00 AM
From: unclewest	Respond to of 93625

dan, i went to my notes and found a little more dram info. dq estimated early this year that dram sales would be 22.4 billion this year rising to 35.5 and 60 billion over the next 2 years. this spring they decreased that to 20 billion this year rising to 27 and 43 billion. due i am sure to decreasing prices. the most current projection i have for this year is just over 25 billion. that was done by the korean trade group a few weeks ago in the midst of rising prices. the most recent dq future estimate (as e-mailed to me) calls for 49% growth next year and 59% growth in 2001. using those figures with dq's last estimate of 20 billion for this year i get...$47.38 billion for 2001. using the korean 99 estimate, i get $59.23 billion in 2001. unclewest again i see some pattern to the numbers...what is a few $ billion among friends?

To: unclewest who wrote (27073)	8/14/1999 10:42:00 AM
From: Dan3	Read Replies (4) \| Respond to of 93625

Re: i am known to be quite conservative. Here's a link to an analyst who's skeptical about the possibility of achieving 10% market share: techweb.com And if rambus support is pulled from timna, that number will probably be below 5%. The video game market will help, but sales from that market involve smaller per unit revenue - and it's a far smaller total market. So wouldn't it be better to estimate 01 earnings as a range from a little under $1.20 a share to a little over $12.00? What would be a fair share price if we come in at the $1.20 end of the range? Dan