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

To: WILLIAM C KLEMA who wrote (10259)	11/24/1998 5:25:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

William, Yes, Go Bronco's! Just not the Packers year.... I believe that the numbers you posted are doable for RMBS. Also, when one tries to estimate non-DRAM revenue, it is a crap shoot as we have less hard evidence on what each market holds and to what extent RMBS will successfully penetrate. The networking market could be huge, but is RMBS needed and viable? A lot can change in 2 years, so be vigilant in tracking the news developments on RMBS. I also am glad to see a lot of new posters adding their own RMBS intelligence! Welcome! MileHigh

To: WILLIAM C KLEMA who wrote (10259)	11/24/1998 8:04:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

william i wanted to respond to this post of yours last night but i was busy sparring with thomas and, between rounds, drinking champagne. i believe you have several good sources to assume $40.5+ billion in dram sales year 2001. i know where you got the "rdram will get 50% of that" figure. i can accept the 39% margin figure, but afterall the rambus cfo said 40%. then i get a little lost. let's use the highly refined cowen figure of 1.7 % average royalties released last week. rounding off, 50% of $40 billion = $20billion X 1.7% = $340,000,000. using the rambus cfo's figure of 40% margin that is $136,000,000 in earnings for rdram 2001 royalties. the rambus ceo has stated that rdram royalties will account for only 50% of earnings, so i get $272,000,000.00 in year 2001 earnings. assuming management bonuses i believe you are quite accurate with your 25,000,000 shares in 2001 projection. that means YEAR 2001 EARNINGS SHOULD BE NORTH OF $10.00