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To: MileHigh who wrote (9625)	11/14/1998 11:30:00 AM
From: MileHigh	Read Replies (2) \| Respond to of 93625

Thread, Here are last weeks SIA estimates on the memory market: The memory market will decline 25.7 percent from 1997 levels to $21.8 billion this year. In 1999, however, memory sales will grow 18.1 percent to $25.8 billion and will hit $40.5 billion in 2001. So we capture 50% of available $40.5 billion= $20.25 billion Royalties @ 1.5% = $303,750,000 Net Margin @ 35% = $106,181,250 Shares Out= 22,900,000 Est. EPS= $4.64 PE 50 = $232.00 (Year End '01) CAGR = approx. 52% I know we have done this before, but wanted to use the new SIA figures for memory market. Note, I have not included any logic royalties, which will be coming as well. Have a good weekend. MileHigh