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To: Suresh who wrote (27153)6/23/2000 11:07:00 AM
From: Johnny Canuck  Read Replies (1) | Respond to of 67705
 
Suresh,

I tend to agree the RMBS thread estimates are a bit high. I think Zeev's calculations do not take into account the higher revenue rates on the support chips though so his number may be a bit low. It is hard to tell what the revenue mix will be.