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

To: cordob who wrote (72689)	5/12/2001 9:39:08 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Cordob, re: Your spread sheet. Took a look at it. (There seem's to be "a re-circulate" problem as the numbers change each time it's opened). As near as I can tell, you're forecasting ~$9B RDRAM revenues for CY2001. Without going into all the details, what unit volume and ASP are you using for 2001? TIA

To: cordob who wrote (72689)	5/13/2001 11:33:17 AM
From: SBHX	Read Replies (2) \| Respond to of 93625

cordob, The 20M burn rate is a quick calculation I made assuming 1. the ddr/sdr royalties stop coming (after a while) 2. their legal expenses don't go up. 3. they stop spending on the stock-based compensation expense (it was 170M+ in 2000). biz.yahoo.com Unless the existing licensees plan to stop making sdr/ddr, paying the royalties makes little economic sense for them, infineon, mu, hyundai will be able to sell the DDR chips cheaper than them. Either way, the sdr/ddr licenses will stop coming. (Unless the fraud conviction is overturned) marketable securities I don't know what marketable securities these are, but if they are in stocks of companies like intc, csco, rmbs, then it is hard to gauge what they are worth today. But if they are bonds, then you are right and they should count. what were you smoking? Thank you, but I never learnt to smoke. SbH