SI
SI
discoversearch

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: Dave B who wrote (62337)12/4/2000 6:09:19 PM
From: gnuman  Respond to of 93625
 
Dave, Sound about right?
Too hard to estimate RIMM's, what with all the configurations. (And it looks like P4 is using a lot of 64MB RIMM's).
But if we use 50M RDRAM's at an ASP of $30.00, I get revenue share at ~5%. (1.5B/30B=0.05 SIA predicts ~$30B DRAM this year).
JMHO's