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

To: MileHigh who wrote (27206)	8/16/1999 10:08:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

MH: Ram manufacturers always have found a way to sell commodity RAM for no more than their cost. Currently. a 64MB RAM chip is $7. That is one of the reasons used as the excuse why RDRAM (many more times $7 in cost) introduction will take so long. However, when RDRAM gets to 50% market share it too will be a commodity RAM. I can't see total RAM chip market growing to $50-60 Billion in 2002 from the $7 per chip world we exist in now in order to reach $12 /share in RMBS earnings. I expect RMBS to shave next quarters royalties big time considering Nintendo 64 sells for $99 now.