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

To: REH who wrote (16229)	2/22/1999 8:04:00 AM
From: Gary Wisdom	Respond to of 93625

<<However, with Hyundai's DRAM manufacturing resources, we will surprise the industry on how well we'll be able to meet the Rambus market demand.'' >> THIS SAYS IT ALL.

To: REH who wrote (16229)	2/22/1999 8:18:00 AM
From: Bernard Super	Read Replies (3) \| Respond to of 93625

Price and Availability The RDRAM devices are priced at $26 for the 64 Mbit and $29 for the 64 Mbit ECC in sample quantities. Production starts in May '99. Sherry Garber, senior vice president of Semico Research Corp., a Phoenix-based research firm, said, ''We project a worldwide RDRAM TAM this year of 150 million (with an upside to 180 million) equivalent 64-Mbit DRAMs.'' hmm... 1%x$26x150 million = $39 million to Rambus, divided by 25 million shares = $1.56/share over the next year. Plus income from RACs. Not bad! Bernard