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

To: wily who wrote (7843)	10/3/1998 9:18:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 93625

wily, What a link, everything you need to know about DRAM market! Your analysis is interesting. It all starts at what is the potential market for RMBS? Is it just DRAM or logic as well? I think RMBS is a fully priced stock, not to say it can't go higher, look at YHOO and AMZN! But it will be well into year 2000 before we see any real earnings ramp! That is why I do not see any more big moves until a new revenue stream can be discounted! Anyway, don't try and do FA on RMBS, just close your eyes and buy, buy, buy!! <ggg> MileHigh

To: wily who wrote (7843)	10/3/1998 11:17:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 93625

Did you notice that article was dated Oct. 1987? Greg

To: wily who wrote (7843)	10/6/1998 8:33:00 AM
From: Shibumi	Read Replies (1) \| Respond to of 93625

>>This is my weekendly stab at UMV, ultimate market value calculation for our difficult but charming friend Rambus. Size of Dram market today: $25 billion (number courtesy of InStat (1)<< For your information...the following lists the projections for the DRAM market by the Semiconductor Industry Association. The middle column was the projection made in October of 1997 and the rightmost column ws the projection made in June of 1998. ________10/31/97__________06/03/98 Year___DRAM Market______DRAM Market 1995______40.8______________40.8 1996______25.1______________25.1 1997______20.1______________20.1 1998______25________________14.5 1999______32.2______________18.4 2000______41.7______________24.9 2001______---_______________33.6 (Note: All data from the SIA website -- 06/03/98 numbers from a survey that SIA reported, numbers derived from growth estimates in survey).