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

To: Rich1 who wrote (59552)	11/1/2000 9:58:51 AM
From: radman33	Read Replies (1) \| Respond to of 93625

Royalties the last couple of quarters were $6.6M and $19.9M. Including Samsung's market share, Rambus will now get royalties on about 40% of the DRAM market up from 20% for last quarter. In their press release today, they stated that royalties from Samsung will start this quarter, so we should see at least a double in royalties to $40M without any growth in sales at all. With about 100M shares outstanding, $20M increase royalties = $0.20 EPS increase. And with Samsung, the others are sure to follow... Why isn't the market more excited about this??? RMBS up less than 10% today. Jay