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

To: cordob who wrote (72762)	5/13/2001 10:25:31 PM
From: gnuman	Read Replies (2) \| Respond to of 93625

Cordob, re: Does that help? Not really. I'm not interested in evaluating the construction of your spread sheet. Considering your RDRAM work sheet generates ~3X industry forecast DRDRAM revenues for CY2001, I was just wondering what you project for RDRAM unit volume and ASP for the year. In January Samsung forecast W/W RDRAM demand at $3.7B. (Based on 300M units). That's an ASP of $12.33 for the year, which is still considerably higher than SDRAM. (But trending in the right direction). Don't want to get into another long discussion on this, (already went through that with Blake <g>), so if you don't have the numbers that's fine. JMO's