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

To: Alan Hume who wrote (15183)	2/6/1999 9:26:00 AM
From: unclewest	Read Replies (5) \| Respond to of 93625

is 75 starting to look better? let's see, milehigh wants to wait for 90 to buy.(i missed those myself the first time around). jo wants to get 60's, or was that 160's. i think 60's, 75's, 90's, or 160's are all a steal. as we all know, i love math. 14 of the world's dram mfr's are licensees and have stated they will produce rdram. they represent over 90% of the total. micron was broke. intel gave them $500M in oct to convert to rdram production. this cannot happen overnight. it takes a while to spend $500M. (i think). mu has a schedule to begin production in 5-6 months. cahners-in-stat forecasts 2000-2001 dram sales at $135B. rising to $232B by 2002-2003. RDRAM could and will imo capture at least 90% of that market. maybe virtually all of it (computer lingo...cool). royaties have been estimated at 1.7-5%. margins at 40% or better. $232B x 90% x 1.7% x 40% divided by 25 million shares = earnings per share x pe (pick a number. i use 60) = ? now do your math............................................ wasn't that fun??!! the answer...buy every share of rambus you can afford. hold to 2003. at that point you will never sell it. as someone said, it will be your heritage stock.