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

To: unclewest who wrote (10336)	11/25/1998 6:13:00 AM
From: WILLIAM C KLEMA	Read Replies (3) \| Respond to of 93625

Good morning to you to! So that number quoted was for only 144-Mbit DRAM? I took it to mean that total global sales for DIRECT RDRAM would equal the US$13.5 billion in sales. "In all, Samsung expects total available market for 128- and 144-Mbit DRAM to reach 60 million units in 1999. By itself, Direct RDRAM will account for global sales of $2.6 billion next year and reach $13.5 billion in 2000, according to the company." My head is starting to swim in all these numbers! That $13.5 billion figure would equal about $230 million in royalties to RMBS for the year! @ 40% NPM = something like $3.50 a share in profits in the year 2000 .... Yes, yes in deed, something north of $10 a share in 2000 is starting to look very good.

To: unclewest who wrote (10336)	11/25/1998 6:48:00 AM
From: capt rocky	Respond to of 93625

morning , i had charter yesterday and was amazed at range of rmbs.ive sold the dec 85 calls off. will probably by em' back on dip.intresting earnings you predict. must buy rmbs for trading on any dip in near future. the funds are going to jump hard on rmbs , right after they screw the public and sell ebay and the rest of those helium internet stocks. i play another pc related stock ,creative tech. creaf . they build SOUND BLASTER line of sound and video cards. from 8 to 18 since stupid thursday(10 -8-98 ) . singapore stock so you can check their close before our opening. back to bed now till 8am.