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

To: Zeev Hed who wrote (10778)	11/30/1998 9:57:00 PM
From: MileHigh	Respond to of 93625

Zeev, ...for me it is much simpler to look at the total DRAM market (which is going to finish this year under $20 Billion and could possibly, according to some, reach $23 to $25 Billions in 1999), take a penetration of Rambus at x% and then take 1% of that(1.7% before taxes and 1% after taxes) and voila earnings. My problem is estimating x. Precisely, Samsung thinks RMBS will own 50% of the DRAM market by '01. So Thomas, there is plenty of room for DDR DRAM, SLDRAM, etc... Also, Tate says DRAM will only be 50% of earning/rev's. Please note, this has been "beaten to death" already, beat it some more for those new to RMBS. That is fine. Who knows what will come to pass, but you must put some "faith" in what you read and management guidance. So far things look great to me. Signing off for awhile! MileHigh PS- Actually, I would take 25-40% of the 1.7% royalty rate to get a NPM- there will be contract revenue, but that is declining rapidly as we ramp volume (everyone has been signed up)