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

To: wily who wrote (7596)	9/29/1998 10:42:00 PM
From: MileHigh	Respond to of 93625

wily, $15 = Wild A#$ Guess on my part and assumes RDRAM will be more expensive and that the dram market will firm. Also trying to be generous. $1.5% royalty = estimate based upon Annual Report statements Note- I read this directly from the 97 Annual Report- "Royalty rates range up to 2.5% for RDRAM's and a maximum of approximately 5% for logic IC's, and in some cases may decline based upon passage of time or on the total volume of the Company's IC's shipped by a licensee." 30% net was estimate based upon Harmon's statement on 40 margins. I was not sure if he meant net or EBITDA. Just ask REH to send you his detailed spreadsheet on RMBS potential. MileHigh