Dan,
<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.>
As have AMD and Cyrix. It's really worked well for them, hasn't it?
<Re-read their press release. >
Thanks, but I'd suggest you re-read it at (you've could have just followed the links back):
Message 11183887
In case you don't want to follow the links, here it is:
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. [Note, Dan, as I pointed out in my original response to this message, this 20% share is less than either you or I gave Samsung. You gave them 50%, I gave them 33% (up from the 20% that they have of the SDRAM market). Samsung is expecting a $10B RDRAM market and that they'll get 20% of it, or $2B.]
Rambus DRAM chips utilize a technology developed and licensed by Rambus Inc. (RMBS) of Mountain View, Calif.
Dave |
