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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.19+2.8%3:59 PM EST
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To: Dave B who wrote (24585)7/13/1999 1:09:00 AM
From: J_W  Read Replies (1) of 93625
 
Dave,

Here is a better way to look at PC memory usage.

Keep in mind that low end boxes will use minimal amounts of
DRAM while high end boxes will use much larger amounts. I
have taken your PC segments and weighted the percentages by
memory usage for that segment.

For the sake of argument lets assume the following memory
usage:

<$600 32MB
$600-$1000 64MB
$1000-$1500 128MB
>$1500 128MB

Here is your same table when weighted for DRAM used:

1999 2000
<$600 3.8% 5.1%
$600-$1000 30.3% 32.4%
$1000-$1500 37.6% 40.1%
>$1500 28.3% 22.4%

As you can see the $1000 and up segment uses 65.9% of all
DRAM in 1999 and 62.5% in 2000.

Of course this assumes DRAM usage will remain constant from
1999 to 2000. In reality average DRAM usage should increase
for year 2000. High end PCs will have a high percentage of
WinNT installs while low end will be entirely Win9x. WinNT
requires more memory compared to Win9x. Win2000 is
scheduled to be released by the end of this year. I expect
Win2000 memory requirements to exceed WinNT 4.0.

Regards,

Jim
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