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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Orion who wrote (1457)	3/12/2000 10:23:00 AM
From: Glenn Norman	Read Replies (3) \| Respond to of 2039

Yo_Orion...................... Thanks for the "FUTURE PROSPECTS" for the BU$, they are all correct and I believe we will see more good news this coming week. I hope your days as a "HOTEL MANAGER" are now over and life can become more normal for you!<ggg> Salude - Norman$$$$

To: Orion who wrote (1457)	3/12/2000 3:03:00 PM
From: Victor Lazlo	Respond to of 2039

Nicely done, Orion. My own general feeling is that most folks in this country aren't really aware yet of the PS2 launch, never mind the rambus inside. Moreover, the no of shares in the public float is not very big for such a promising company that will not have to put out any $$ for expanding plant and equipment to fulfill the bus plan. Yesterday wating at the barber's I saw a gushing article on the PS2 and the "new" Sony in the latest issue of Money. (sorry could not access a link to it- I tried). Soon I would expect to see articles on RMBS in some of the retail investment rags, and that could provide another leg up for the stock price. As for me, I won't be selling any for a while. I keep thinking back to my near-buy of BRCM in the fall of 1998, when it took a bit of a dip. I balked, and didn't buy it, thinking it was still just too pricey. Now every couple of weeks or so I check its price and think how expensive it is. And then it goes up again! Victor

To: Orion who wrote (1457)	3/12/2000 10:45:00 PM
From: jhg_in_kc	Respond to of 2039

ARE THESE NUMBERS BOGUS OR TRUE? Some RMBS projections I lifted from the RB thread. <<By: kboat Reply To: None Thursday, 9 Mar 2000 at 6:04 PM EST Post # of 3420 Another brilliant tech_future piece! Another all time high! Congrats to all! This is just the beginning! I invite everyone to read the news about the increase in Rambus production by Samsung to 10 million parts by June and the 5 million per month production by Hyundai that have already been posted in previous posts. Add also Toshiba with 3 million parts for memory (they have a deal with Kingston now) and the SONY PS2 Rambus production, and Infineon, NEC and Micron, and Rambus will end up with 20-22 million parts per month production by June. I don't know if everyone understands the HUGE NEWS for Rambus in those numbers. Go to my message here: messages.yahoo.com 909 and look at this link and table: nikkeibp.asiabiztech.com Table : 128/144 Mb D-RDRAM Production 1999 3Q : 630,000 Units 1999 4Q : 3,450,000 Units 2000 1Q : 10,800,000 Units (Estimate) 2000 2Q : 24,480,000 Units (Forecast) ===================================== Total 39,360,000 parts in Y2K 2000 3Q : 53,400,000 Units (Forecast) 2000 4Q : 81,300,000 Units (Forecast) 2001 1Q :111,900,000 Units (Forecast) 2001 2Q :150,000,000 Units (Forecast) projected based on similar growth from 2000 4Q to 2001 1Q ===================================== Total:396,600,000 parts in 2001 That means that Samsung alone with the 10 million part production by June, will be able to meet and beat the 3 month Q2 number of 24.5+ million parts. Without counting Hyundai, SONY PS2, Toshiba, Infineon, NEC and Micron (which by then will also be producing). That means that not only are we on target, but we are ahead of it. I expect a nice surprise during the Sep quarter earnings (remember that royalties are recognized 1 quarter later than they were earned; so royalties for Jan/Feb/Mar will be shown at the June quarter earnings, and royalties for Apr/May/Jun on the Sep quarter earnings). With these production numbers (20-22 million parts per month), here are some monthly rates that you can track that show our monthly run rate to achieve desired market penetration (100%=140.825 million parts/month). Market share - Monthly output needed 10% - 14 million parts/month 15% - 21.1 million parts/month 20% - 28.125 million parts/month 25% - 35.156 million parts/month 30% - 42.1875 million parts/month 35% - 49.21875 million parts/month 40% - 56.25 million parts/month 45% - 63.281 million parts/month 50% - 70.4125 million parts/month You can easily calculate greater than 50% numbers. I think if we get to 35-40% run rate, it will all snow ball for Rambus and we'll head for 80 and 90% very quickly. Currently and with the FIVE FOLD increase of the Samsung announcement, our run rate will put us into the 15% market share growth by June. I expect during Q3 and Q4 to have acceleration of production as Timna and Willamette and dual channel Tehama come to market. By finishing the year with just double the production of June, we could easily end up with a 30-35% run rate market share which is more than double of the highest expectations. THe poster seems very sincere to me. Is our gorilla this strong? jhg