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

To: gnuman who wrote (63754)1/5/2001 11:18:52 AM
From: Dave B  Read Replies (5) | Respond to of 93625
 
Gene,

For me that explains the low consensus for Q1 and the year. And with SDRAM >80% share in 2001..........;-)

At the risk of getting you embroiled in an on-line slugfest, how do you break out the CY2000Q4 and CY2001 market revenue numbers by product type (SDRAM, DDR, RDRAM)? If SDRAM is 80% of the market in 2001, and RMBS gets royalties on roughly 50% of that at say a rate of .75%, what number do you get for SDRAM royalties?

TIA,

Dave


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