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

To: Robert Grist who wrote (6283)	8/15/1998 11:41:00 AM
From: Roads End	Read Replies (2) \| Respond to of 93625

According to Samsung "Rambus DRAM modules will occupy at least half of the US $13.5 billion DRAM market by 2000." Sure wish we had a handle on the royalty % Rambus will receive. If you start with 1% royalty and assuming no additional costs EPS would approximate $3 a share and at 20 PE here we are at $60. I know it is unrealistic to assume no additional costs but is it unrealistic to assume 1% royalty? It could be high or low. Does anyone have an educated guess what one should expect with this type of licensing agreement? Steve