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To: wily who wrote (64254)1/12/2001 11:59:19 AM
From: Zeev Hed  Read Replies (1) | Respond to of 93625
 
That is fine, but you are missing two factors, all DRAM related royalties are going to be only 65% of total royalties in three years, and bit count should double in three years as well. Since the current prices are pretty close to the through, future price declines should (Moore laws) should compensate, so according to your model we need to at least double your number, maybe even a little more (thus my $7/share figure three years hence...).

Zeev


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