Re: Think about Intel alone. Nope, the see-saw still doesn't balance.
That is pretty much my point, despite the enormous impact Intel can have on the chipset and memory makers, they have pretty much unanimously decided to thwart Intel. Their confidence that supporting rambus was a terrible decision on Intel's part must be nearly absolute.
>>Samsung (your first example) says RDRAM will be a $10B...
Re-read their press release. Samsung is hoping for $2B in rambus sales for Y2K which they predict will amount to 60% of the rambus market - giving a total market for rambus next year, according to Samsung's pro-rambus press release, of $3.3B.
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theregister.co.uk
Posted 10/09/99 2:42pm by Linda Harrison
Samsung ramps up Rambus volumes
Samsung has set its stall on grabbing 60 per cent of the world's Rambus memory market this year, after saying it's the first company to begin mass-producing RDRAM chips.
The Korean vendor estimated its huge slice of the Rambus cake would draw up to $250 million in sales, rising to $2 billion in the year 2000, according to Korean daily Maeil Business Newspaper.
Samsung, which developed Rambus DRAMs six months before its rivals, will use its Rambus chips for 3D graphics products and use an 0.10 micron design rule...
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Notice that they are evidently referring to all rambus sales, not just PC memory in that figure.
Samsung thinks there will be a total of $3.3B in rambus sales for next year, nowhere near $10B - next year is hard to predict, but don't you think that they should have as good an idea of what to expect as anyone?
Dan |
