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


To: Richard Habib who wrote (35946)12/18/1999 1:27:00 PM
From: cfimx  Respond to of 93625
 
richard, does the 85 million units in 2002 still get you to $3.50 earnings? And you seem to err on the side of conservatism. I imagine there may be some upside to this figure if some of these communication initiative work out.



To: Richard Habib who wrote (35946)12/18/1999 2:08:00 PM
From: cfimx  Respond to of 93625
 
rich, you thought the memory market in 2002 would be $50 billion. what do you make of this from the wsj?

More than 30 semiconductor companies have licensed Rambus technology, including all of the major manufacturers in the memory-chip market, which is expected to grow to $60 billion over the next five years. Samsung Electronics Co. and NEC Corp. are currently shipping Rambus memory chips, and Toshiba Corp. and Infineon Technologies AG are preparing for production.