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

To: Steve Lee who wrote (37742)	3/2/2000 12:36:00 PM
From: ALTERN8	Respond to of 93625

RMBS is a strong buy right now. I must say I am very impressed with RMBS's new attitude.

To: Steve Lee who wrote (37742)	3/2/2000 12:47:00 PM
From: Steve Lee	Read Replies (3) \| Respond to of 93625

Some RMBS Revenue numbers: Dataquest reckons Rambus will have 16% of DRAM revs of $30B this year. That makes $4.8B RDRAM They reckon 53.3% of $63.1B in 2002 That makes $33.6323B RDRAM sales Using a royalty figure of 1.5% and the Rambus guidance of 30% non-PC RDRAM revenues this year and 65% non-PC RDRAM in 2002, we get the following revs per share (using 23.8M shares): FY PC NON-PC TOTAL 2000 3.03 1.30 4.33 2001 8.01 5.34 13.35 2002 21.20 39.36 60.56 For 2001 I assumed 60% PC RDRAM with an even logarythmic growth rate for the 2 year period. These figures do not include revs from controllers/chipsets etc in the PC market. I expect these to be small, but not insignificant, compared to the revs from the RAM. These figures assume that RMBS will not win the Hitachi suit. If RMBS does beat Hitachi in court, or if Hitachi settles, then the numbers will need to be revised upwards considerably. Remember these are revenues per share, not EPS.