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

To: The Prophet who wrote (35557)	12/4/1999 11:15:00 AM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: Playstation 2 royalties alone would justify RMBS' current valuation... The rambus used in the Playstation 2 is being built in a joint venture plant partly owned by sony. I would expect that they'll get a pretty good deal on the parts made in that plant, say $10 a chip? 2 chips/playstation and a fee for the embedded controller would result in what royalties per unit sales? $20 x .018 = 36 cents for the DRDRAM, plus another 25 cents for the controller (WAG - insert your number here) totals 61 cents per box. How many $300 game boxes do you expect them to sell per year? Remember, next year cheap PCs with on board video will be using TNT2 and Savage 2000 engines integrated into the chipset - the game playing capabilites of a $500 computer will be quite compelling, and the computer will do more than just play games (parents, do you want your kids to be able to do homework with that $300 - $500 purchase? or just play games?). Call it 5 million sales to start (insert your own WAG). 5 million x .61 / 23.55 million = 13 cents per share. Give it a P/E of 25 and you get a stock price of $3.25 Dan

To: The Prophet who wrote (35557)	12/4/1999 11:25:00 AM
From: Don Green	Respond to of 93625

Hyundai Electronics ships 64-Mbit double-data-rate SDRAM Dec. 03, 1999 (Electronic Engineering Times - CMP via COMTEX) -- SEOUL, SOUTH KOREA - Hyundai Electronics is targeting the graphics market and other high-end applications with what it is calling the first 64-Mbit double-data-rate synchronous DRAM. Hyundai has begun supplying graphics chip set maker Nvidia Corp. (Santa Clara, Calif.) with 64-Mbit DDR SDRAMs operating at 333 MHz. The new memory chips are based on 0.22-micron process technology. The company said that IBM Corp. is also using the SDRAMs as the next generation of main memory in its server products and that it is expected to incorporate the technology as main memory in PCs beginning next year. Hyundai's recent design wins give it a leg up in the high-speed memory market, observers here said. Its 64-Mbit SDRAM is being used as buffer memory with Nvidia's Quadro and GeForce graphics chips. The graphics drivers have both been adopted as the main graphics cards by PC makers Compaq, Dell and Gateway. The processors use DDR SDRAMs to overcome the bottleneck in memory processing speed for graphics applications. Hyundai said it will provide Nvidia with about 1 million DDR SDRAMs by the end of the year. It expects to increase shipments to 1.5 million chips per month during 2000. SRAM substitutes Along with graphics chips, SDRAMs are expected to be used widely as a substitute for SRAM employed as cache memory in notebook computers and as main memory in LAN switches and servers. Those applications are expected to boost monthly demand for 64-Mbit DDR SDRAMs to 3 million units by the middle of next year, according to market forecasters. Hyundai was instrumental in setting the global standard for DDR SDRAMs after an industry standards group adopted its proposal in 1997. Hyundai leveraged that endorsement to make its 64-Mbit device its first commercial product for the world market. The 333-MHz device can also process graphics data at rates as high as 5.3 Gbytes-more than 60 percent faster than existing synchronous and Rambus DRAMs, the chip maker said. Another advantage,executives said, is that the high-end chips can be produced on Hyundai's existing SDRAM equipment. Prices remain about 50 percent above those for existing chips but are expected to drop 20 to 30 percent by mid-2000, the company said. Hyundai is the leading supplier of 16-Mbit graphics memory chips and expects to increase its market share with exclusive contracts to supply its 64-Mbit SDRAM. Volume production of DDR SDRAMs at speeds as high as 532 MHz is scheduled to begin in the second half of 2000. Analysts have predicted the global mar-ket for DDR SDRAMs will grow next year to $2.7 billion. Hyundai aims to capture 30 percent of the world market.-Exclusive to EE Times by Chom Dan Inc. (Seoul, South Korea).