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

To: Dave B who wrote (28274)	8/31/1999 6:53:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Dave: That works out to about $2 M in Samsung royalties in 4Q using 1.5 M chips per month. I think the other 4 RAM manufacturers combined will equal Samsung's production. So I look for about $4M in RDRAM RMBS royalties in 4Q ($0.18) plus $0.06 in existing earnings sources or $ 0.24 for that quarter. I think 305 P/E is justifiable. john

To: Dave B who wrote (28274)	8/31/1999 7:02:00 PM
From: pompsander	Respond to of 93625

Rambus will be in 35% of the business lines of the fastest growing corporate computer source in the world. This year. Hmmmm. Compaq also states full support for Rambus. Certainly will follow Dell lead in product and pricing models. Price of RDRAM drops 24% before the new consortium coordinates its efforts. Hmmmm. It looks to me like the handwriting is on the wall. Rambus keeps its royalty formulae intact but gives up a little control over standards. Production goes up, price goes down, chipmakers make more money on higher margin product, OEMs sell competitively priced systems with "state of the art" memory architecture. What's not to like.