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

To: jopawa who wrote (9214)	11/5/1998 11:34:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

I heard 64 DRAM is currently at $10 bucks and they are saying RDRAM might be 15-30% higher initially, but some have been forecasting a tighter DRAM market going forward. MileHigh

To: jopawa who wrote (9214)	11/5/1998 11:42:00 AM
From: REH	Read Replies (3) \| Respond to of 93625

SDRAM-prices when delivered in SIMM-modules (chips on the PCB - ready to install): 32MB: $ 40.00 64MB: $ 75.00 128MB: $ 150.00 deduct $ 1.00 - 1.50 for the PCB and figure that the rest is subject to Royalty of 1.25 - 1.5%. From 99 most PC's will have min. 128MB memory so for each PC with Rambus memory Rambus' royalty would be approx. $ 1.50 - $ 2.00. Lets be veryconservative and say prices for RIMM's are not higher than for SIMM's and that the royalty is only $ 1.00/PC then Rambus will have royalty revenue of $ 1 mill. for each 1 mill of PC's shipped with Rambus memory (assuming average of 128MB per system). The chip royalty is more like 3% I believe and comes in addition. reh