Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.53

+0.7%

Nov 28 12:59 PM EST

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To: unclewest who wrote (28766)	9/6/1999 11:13:00 AM
From: Dan3	Read Replies (2) of 93625

Re: 3 million chips each in early next year... That's 375,000 Rimms. And that's at close to full capacity for their .18 lines. If the rest of the Industry takes that to 750,000 you're set up for an annual rate of 9 million 128 meg RIMMS. Windows 2000 is calling for 256 meg as the preferred minimum (just right for the 256mbit SDRAMs coming into the market) so expect a significant number (25%?) of the high end PCs (the only candidates for expensive rambus) to require this much RAM. This works out to about 6 or 7% of the market next year - at an absolute best case scenario for rambus. With rambus heading into 2001 at well under 10% of the market, DDR the standard memory for servers, and VC improving latency for SDRAM, don't you expect rambus to just disappear as a bad idea whose time has come and gone? Dan

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