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

To: Jdaasoc who wrote (47503)	7/18/2000 10:51:16 PM
From: Jdaasoc	Respond to of 93625

cw: By process of simple logic Fujitsu will fall into line soon. from semibiznews.com -- Toshiba Corp. announced it has extended its licensing of Rambus Inc.'s technology to cover synchronous DRAMs, Double Data Rate (DDR) memories, Fast Cycle RAMs (FCRAMs), and controllers that directly interface to those memories. The new agreement requires Toshiba to pay higher royalties for those chips than the rates on Rambus DRAMs, said the two companies, which did not release details about those payments also from semibiznews.com The new DDR FCRAMs were jointly developed with Fujitsu Ltd. to offer lower-power consumption by narrowing the memory active areas and incorporating a proprietary core technology that achieves fast random access at 30-ns cycle time, said Toshiba. john PS Toshiba will make 23 M 64 Mbit double data rate equivalents a month in 2001. Conservatively if they can get the current $8 per chip for 64 MBit SDRAM on RDRAM and DDR DRAM, Toshiba will be making $ 200 M a month in DRAM sales with about 2% of that going to RMBS. That works out to $0.24 income per share before taxes for RMBS annually. Toshiba is 6% of DRAM memory market. RMBS is still on track for $4.00 earnings per share in 2001 with the signing of licensing agreements which range on the order of the number of digits (fingers) of your hands if I paraphase Mr. Tate from the CC.