Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Estephen who wrote (46095)	6/26/2000 3:13:00 PM
From: Jdaasoc	Respond to of 93625

Estephen: Samsung is the leading producer of certified high-quality Rambus DRAMs with over 80% market share. The Company is producing three million units a month and has passed a milestone ten-millionth unit shipped I am willing to make my first estimate for RMBS earnings covering APR-JUN quarter. Samsung 7 M, Toshiba 4 M, all others 1 M totaling 12 M 128 Mb RDRAM chips at $30 each or $ 500 M in sales times 1.5% royalty rate. Add 1% of $ 500 M in Toshiba and Hitachi non RDRAM sales for the quarter. The sum of these two revenue sources is about $ 12.5 M or $0.12 per share. I think the recent licensing payments from Hitachi and Toshiba are counted in the quarter reported in July not Oct so that $0.12 is a good ball park to start with for earnings estimate. RMBS for the last 2 to 3 years has been balancing expenses and taxes against revenues from licensing fees. I expect this assumption to be valid to a large degree. john