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

To: Zeev Hed who wrote (48857)	8/3/2000 9:54:48 AM
From: jim kelley	Respond to of 93625

Zeev I don't smoke. <G>The potential market is 3 years out and market penetration number were not given at the time. But market penetration looks like close to 100% on the Dram and Dram controllers. Rambus considers itself a chip interconnect company not a Dram company. Prophet has added some other details.

To: Zeev Hed who wrote (48857)	8/3/2000 12:26:26 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Zeev, You moved me out of my lethargy and so I retrieved the Annual meeting notes provided by Dave B. Available Rambus Market "In 2002/2003, Tate says the available market for Rambus technologies is roughly $100B in memory chips and logic chips to interface with those memory chips. Also, there's another $150B in Other Chip-to-Chip Communications products that bring the total market to $250B in 2002. [Don't forget to take the royalty % of this, then reduce it further by a market penetration factor]. "