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

To: r.edwards who wrote (58386)	10/20/2000 10:54:08 PM
From: r.edwards	Read Replies (2) \| Respond to of 93625

Wallstreet finally realizes that Rambus owns the memory market! They start figuring out that 1.5 percent of a $40 billion dollar memory market is around $3.30 per share after taxes, plus Rambus will get 3 to 6 % royalty on any chip which communicates with memory, which is in HDTVs, communications routers, PDA's, DVD's, cellular phones, consumer appliances, etc., etc. In the exuberance of a Bull market and with all the analysts talking about Rambus the gorilla, Rambus the next Microsoft, Rambus the most profitable company on earth, Rambus with no competition, Rambus the monopoly, the stock could attain a PE nearly as high as it once did in June of 2000 which could make Rambus stock $500 per share. The probability of all these scenarios playing out as I've stated them is unlikely, but it is certainly possible. Please do not confuse this target, or replace it with Fredhager.com's Rambus price target, which is still $200 by year-end, and $500 by January 2003. Good luck to all Rambus investors.

To: r.edwards who wrote (58386)	10/20/2000 11:14:18 PM
From: Jim McMannis	Respond to of 93625

RE:"Rambus Get to $500 per share by July 2001? October 20, 2000 By Jim Rockwell" Man, that guy must be long RAMBUS and underwater big time... Recently the SEC arrested a 14 year spammer on Yahoo and SI for saying a lot less than that. Maybe that guy should watch out... RE:"· Microsoft announces that their XBOX will use Rambus memory. " Anyone want to take that bet? That guy must be on some good stuff...

To: r.edwards who wrote (58386)	10/21/2000 11:09:07 AM
From: blake_paterson	Read Replies (3) \| Respond to of 93625

r edwards: welcome aboard. Don't let the pissants intimidate you w/ thread-nazi bs. Looks like $0.12 is a done deal. Crusoe laptops are shipping as we speak, and they are ALL from boxbuilders that are also licensees. semibiznews.com "NEC Corp., Japan's largest PC maker, here today introduced a new notebook computer based on a 600-MHz, x86-based microprocessor line from Transmeta, also of Santa Clara. The announcement represents the fourth major design win for Transmeta. Since last month, Sony, Fujitsu, and NEC have separately rolled out notebook PCs based on Transmeta's chip line, dubbed Crusoe. And, another Japanese OEM--Hitachi Ltd.--is reportedly developing a line of products based on its chip line as well." BP

To: r.edwards who wrote (58386)	7/13/2001 4:08:49 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Back in October of last year, Jim Rockwell wrote that RMBS might get to $500 by this earnings report: Rambus Get to $500 per share by July 2001? Jim Rockwell, October 20, 2000 If the following events occur by July 2001, as I believe most of them will, (not necessarily in this order.) then in my opinion, it is possible for Rambus to be $500 per share. By January 20, 2001 * Earnings .12 per share ... By April 20, 2001 * Earnings .20 per share ... * Pentium 4 starts to ship in large volumes (AMD starts losing market share to Intel.) ... * Infineon settles ... * Hyundai settles ... * Infineon, Hyundai, and Micron start to ship Rambus memory. * DDR PCs become available, but because of supply and demand, DDR memory prices are higher than Rambus memory. (Rambus also gets royalty on DDR.) By July 20, 2001 * Earnings .35 per share (Increased royalties from P4 memory and new agreements with retroactive royalty.) * Pentium 4 prices come down and it starts to enter the upper end of the mainstream desktop market. * Rambus PC800 128MB memory declines to only $30 more than PC133 SDRAM and PC600 only $10 more. * Micron loses lawsuit in Germany and can no longer ship memory to Germany. * Micron settles and signs SDRAM/DDR royalty agreement with Rambus. * At least two SDRAM memory controller chip companies sign royalty agreements with Rambus. * Rambus announces long list of well-known manufacturers who must pay royalty to Rambus. * Microsoft announces that their XBOX will use Rambus memory. #reply-14631364 The difference between this set of expectations and what actually happened is why RMBS is trading around $10 per share now instead of 50x higher. -- Carl

To: r.edwards who wrote (58386)	12/8/2001 3:01:56 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Might as well dig up this old post from October 20, 2000. This was what could have happened by July 21, 2001 in order to get RMBS to $500 per share: By July 20, 2001 · Earnings for the June quarter are .35 per share (Increased royalties from P4 memory and new agreements with retroactive royalty.) · Pentium 4 prices come down and it starts to enter the upper end of the mainstream desktop market. · Rambus PC800 128MB memory declines to only $30 more than PC133 SDRAM, and Rambus PC600 is only $10 more than PC133. · Micron loses lawsuit in Germany and can no longer ship memory to Germany. · Micron settles and signs SDRAM/DDR royalty agreement with Rambus. · At least two SDRAM memory controller chip companies sign royalty agreements with Rambus. · Rambus announces long list of well-known manufacturers who must pay royalty to Rambus. · Microsoft announces that their XBOX will use Rambus memory. #reply-16069999 -- Carl