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

To: Bernard Super who wrote (16233)	2/22/1999 8:20:00 AM
From: REH	Read Replies (2) \| Respond to of 93625

Strong Buy: Warburg Dillon Read announced initial coverage with a Strong Buy Rating; Target price $ 150.00 details to follow reh hi Don

To: Bernard Super who wrote (16233)	2/22/1999 8:26:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

Bernard, IYO, are sample prices higher or lower than actual general sale prices? I think we can get a good indication of rev's understanding this. TIA, MileHigh 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!

To: Bernard Super who wrote (16233)	2/22/1999 8:27:00 AM
From: unclewest	Read Replies (3) \| Respond to of 93625

bernard, we have seen other rdram demand estimates for up to 275 million rdram units for this year. hyundai wants to fill the gap beginning 2Q. gotta love it. let's also consider some other revenue sources: nintendo 64 sony playstation a broad range of panasonic consumer products telephone equipment graphics dvd add to all of this hdtv later this year sony ceo said, "many many other are products being designed for rambus tech" license fees etc. it is getting hard to remember it all.