Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: richard surckla who wrote (25479)	7/22/1999 9:49:00 AM
From: Burgoo	Read Replies (1) of 93625

Here's an unbiased view of Rambus' future as taken off of the EETimes today. Sherry Garber, a senior vice president at Semico Research Corp. (Phoenix), said recent events have led her to question whether the Rambus architecture will ever really get off the ground. The cost of manufacturing an RDRAM remains too high, and the market is shifting toward commodity desktops at a very rapid pace, she said. That makes Rambus a niche market even into 2001. Garber said Semico's latest estimates call for 182.9 million Rambus memory units to be shipped next year, nearly all at the 128-Mbit density. That will account for only 6.2 percent of total DRAM units shipped. In 2001, according to Semico, that ratio will increase to only 7.8 percent. By then the 256-Mbit generation will start to become a factor. "SDRAM manufacturers already are coming down the learning curve on 256-Mbit DRAMs for the server market, and Rambus won't have a 256-Mbit density part for quite some time" Garber said. "Can they be ready with a 256-Mbit RDRAM by 2002? That's the fear among the RDRAM vendors."

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