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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.08+2.4%Dec 8 3:59 PM EST
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To: SBHX who wrote (48823)8/2/2000 11:29:44 PM
From: Zeev Hed  Read Replies (1) of 93625
 
SbH, it "used to be" that DRAM accounted for almost 50% of all chip shipped. Now it is becoming smaller, last year, a very bad year, I believe shipments were close to $20 B, this year, particularly due to 70% in bits delivered and less price erosion, the expectations are for about $30/$35 B, so an optimistic outlook of cycle peak shipment of $50 B, while optimistic, is not impossible. I said the "best case" scenario is $4/share.

Zeev
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