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

To: Jdaasoc who wrote (35449)	11/30/1999 5:27:00 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

O.K. Thanks, It is sometimes hard to determine by your comments. regards Don

To: Jdaasoc who wrote (35449)	11/30/1999 5:53:00 PM
From: Lee	Read Replies (1) \| Respond to of 93625

John, I have a question re: "long-term bullish" & "The performance desktop / workstation is 40% of the market and RMBS needs to cover more than 50% of that market for it to hold it's stock price above $70." How do you reach that conclusion? I do not find the positives in your comments it would be helpful to flush them out more clearly. Working backwards... $70 @ 20 PE = $3.50 @ 23.5 million shares = $82.3 million profit. $82.3 million in profit / .8 gross margin = $102.8 million in revenue. $102.8 million in revenue / .015 royalty = $6,853.3 million RDRAM market for the performance desktop workstation market. Of course the profit margin today is .2 which means you need about a $28 billion RDRAM market. In December 2001 where do you see the RMBS price point? Where do you see RMBS growth rate? How about the PE? TIA. Lee