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

To: Gary Wisdom who wrote (7452)	9/25/1998 11:04:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 93625

Gary, Seriously, what does this news add to the RMBS story. MU was begrudgingly going to produce RMBS anyway, and would have had to in mass volume because that is what the industry would have demanded. Not trying to be pessimistic, but just wondering if the story as we know has changed? I think the market will react to the belief that "now RMBS is really going to be the industry standard", but people really already knew it, even the big money. Just speculating on how high it will move before the shorts come in big time. My guess is $70-75, then they hit hard! MileHigh

To: Gary Wisdom who wrote (7452)	9/25/1998 11:30:00 PM
From: wily	Respond to of 93625

Would anybody like to help me with Rambus' market cap calculation? The dram market in y2000 is projected to be $3billion. If the dram market doubles each of the two succeeding years(optimistic), it becomes 12 billion by 2002. Say 75%(optimistic) of dram by that year is Rambus, 50% by 2001, 15% by 2000. Then .15x3 + .5x6 + .75x12 = 12.45billion x .05(royalty)= .623billion. Then one has to factor in the projected price to book ratio for 2002. Anyone want to take this from here?