Some Rambus arithmetic.......
1. Intel camino chipset arrives Sept 27th, with Dell, Compaq and apparently HP to quickly announce workstations available incorporating Pentium IIIs, plus
2. Samsung announces mass production of DRDRAM in 2nd H '99, (see below), plus
3. MSDW analyst M. Edlestone meets with Dell at Intel Developer's Forum last week, when Dell announces to him that DELL sees 33% of their DRAM purchases being RDRAM by the end of this year and 50% of their purchases will be RDRAM by mid '00. Therefore, DELL's roadmap shows them selling 50% of their PC's with RDRAM by the middle of 2000.
Therefore, 1 + 2 + 3 = Big Bowling Alley, by late '99, early Y2K.
I don't know how much money I'll make with Rambus. Maybe less than if I put it all into Q now, or get really wild and put a hunk into JDSU and ICG. But I do know this....watching and playing Rambus is a great live learning experience about the steps of any Gorilla candidate that must be taken. A hands-on GG experience.
Stan
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Dow Jones Newswires -- September 8, 1999
DJ S Korea's Samsung Elec Ships New Rambus DRAM Chips
SEOUL (Dow Jones)--Samsung Electronics Co. (Q.SSE) has started shipping its second-generation Rambus dynamic random access memory, or DRAM, chips to major personal-computer manufacturers, a company spokeswoman said Wednesday.
The new 0.19-micron Rambus DRAM chips are 30% smaller than older 0.23-micron chips, the spokeswoman said.
Samsung Electronics, a unit of Samsung Group (Q.SSN), expects to grab about 60% of the global Rambus DRAM market this year on sales of $250 million, the spokeswoman said.
With the entry of new competitors into the market, the company expects its worldwide market share to decline to 20% in 2000 on sales of $2 billion, she said. |
