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

To: capt rocky who wrote (29838)	9/18/1999 9:51:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

rocky, i decided to answer your pm here on the thread... here is one view: messages.yahoo.com and here is another: the clip at the end of this next link got cut off. here it is in full. clips: Shozo Saito, technology executive at Toshiba's Memory Products Division, said that despite questions within the PC OEM community about the stability of the 820 chip set, "I still think the Rambus technology will be the major memory technology in the future." Toshiba will be able to manufacture full-speed RDRAMs at the 256- and 288-Mbit densities with the 0.18-micron process now ramping up at Yokkaichi, he said. Much of that additional capacity will be used to manufacturing Rambus DRAMs. At the Fall Intel Developer Forum in Palm Springs, Calif., Samsung executive Y.B. Rao said that by the end of next year Samsung expects to be manufacturing about 30 million RDRAMs per month. Rao estimated that the price premium for RDRAMs would still be about 25 percent over SDRAMs by the end of 2000. Samsung recently switched to a shrink 128-Mbit and 144-Mbit RDRAM, using a 0.19-micron process, that is 30 percent smaller than its original RDRAM made on a 0.23-micron process. The company is bullish about total demand for RDRAM as well, estimating that it will account for 30 percent of all DRAM demand next year and 50 percent by 2001. messages.yahoo.com the potential according to the companies involved is for rambus to get 75% of a $63 billion market in 2003.say 47 billion. the 63b market figure is from dq this week. from intel: developer.intel.com at a royalty basis of 1.7% that equals $800,000,000. or if you prefer $32 per share. to that, we need to add for rimm and connector royalties, perhaps another 10%. and don't forget licensing fees...that is another adder. they will not be amortized by then...plus should have more companies signing up too. put all that money in a bank and you get pretty good interest to add as well. unclewest i have often admitted, i am no techie. but i do know how to count money, that is why i am long rmbs