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

To: Sully- who wrote (9171)	10/21/2000 2:28:00 AM
From: Sully-	Read Replies (1) \| Respond to of 65232

Why stop with two posts on RMBS :-o From: r.edwards from the food fight thread..... Rambus Get to $500 per share by July 2001? October 20, 2000 By Jim Rockwell 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 for the December quarter are .12 per share (Increased royalties from new agreements with retroactive SDRAM royalty.) · Pentium 4 launches successfully. · Pentium 4 memory benchmarks and streaming video demos are very impressive with rave reviews. · No price premium for Rambus memory because of Intel's rebate on P4 · Two more memory manufacturers sign SDRAM /DDR royalty agreements · Sony Playstation 2 continues to ship in huge volumes in world. · No DDR PCs shipped yet. By April 20, 2001 · Earnings for the March quarter are .20 per share (Increased royalties from Sony Playstation 2 and P4 memory and new agreements with retroactive SDRAM royalty.) · Pentium 4 starts to ship in very large volumes (AMD starts losing market share to Intel.) · Rambus memory production volume goes way up including smaller die size penalty 256mb chips. · Rambus PC800 128MB memory price declines to only $40 more than PC133 SDRAM. · Still no price premium for Rambus memory because of Intel's rebate on P4. · Infineon settles with Rambus and agrees to pay royalty on sdram and DDR memory. · Hyundai settles and agrees to pay royalty on SDRAM and DDR memory. · Because of the huge success of the P4; Infineon, Hyundai, and Micron start to ship Rambus memory. · All remaining memory manufacturers except Micron sign SDRAM/DDR royalty agreements with Rambus. · DDR PC's 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 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. Message 14631364 Ö¿Ö