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: mishedlo who wrote (52795)	9/7/2000 9:33:39 PM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: More comments on SLDRAM and thieving cartel If Infineon, Micron, etc. dig in and fight, Rambus is looking at flat annual earnings of around 25 cents per share for the next couple of years. After that, it's worth about what it's selling for now if they win, and less than a dollar if they lose. RDRAM flat out isn't being used except for PS2 and a few switches - and you've already seen the earnings from those businesses, and the 820/840 chipsets. The 820 was the big user, and it's been all but eliminated. There will be a few hundred thousand P4s sold this year (maybe), and a few hundred thousand more in Q1 of next year. After that, non RDRAM chipsets for P4 will be available. It's way too soon for this stock to be selling for much more than $10. Dan