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

To: REH who wrote (10488)	11/27/1998 12:54:00 PM
From: Barry Grossman	Read Replies (2) \| Respond to of 93625

REH, Re: TOKYO - Advantest Corp. (TSE:6857) will market a complete set of hardware and software systems in December for testing Direct Rambus dynamic random-access memory chips (DRAMs) developed by Rambus Inc. of the U.S., company officials said. The firm aims to sell 100 sets a year of the Rambus Testing Set, priced at about 300 million yen. If this one company is expecting to sell 100/year of their Rambus Testing Sets, all presumably to RMBS licensees, then what is your expectation for the total number of licensees by mid-1999 - only seven months away? What about by 2000 - 13 months and counting? I know the thread speculates on royalties but can we put numbers to the number of licensees? Like how many do we know about now? I imagine you have this number somewhere. Barry