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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (852)	9/13/2000 9:05:31 AM
From: Voltaire	Respond to of 65232

RAMBUS: The Game Is Almost Over by Edelstone, Mark; Cross, John; Gerhardy, Louis; Kimotsuki, Sonia Industry(s): Electronics (Semiconductors); Published: Sep 13 2000 7:56AM Company(s) mentioned in this report: RMBS Research Abstract: * NEC Signs License Agreement NEC is the second largest semiconductor company in the world and it has approximately 8% DRAM market share. * Pressure Should Mount For Other DRAM Makers NEC's licensee agreement significantly heightens pressure on other DRAM manufacturers to settle with Rambus. * Raising Earnings Estimates We are raising our estimates for fiscal 2000 and 2001 and expect more license agreements to drive further upward revisions. * 2003 Earning Power of $3-5 Per Share Looks More Credible We continue to believe that Rambus will capture royalties on the bulk of the industry's DRAM and logic interface revenues.