Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 121.64

-2.3%

Jan 29 3:59 PM EST

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To: Bilow who wrote (34168)	11/11/1999 7:27:00 PM
From: Jdaasoc	Read Replies (3) of 93625

Bilow: You tricky little skunk. You are really showing your true colors. Try to take everything out of context. RE<<November 8, 1999 Dataquest sees DRAM boosting semiconductor market to $215B in three years At the company's annual forecast conference here, Ronald Bohn, director of semiconductor research, said the industry should grow 14 percent this year, 17 percent next year and another 19 percent in 2001 to a total of $215 billion in worldwide revenue. The figure is still short of the $300 billion executives in 1995 saw the industry reaching by 2000. But that was before the collapse in DRAM prices and overcapacity prompted industry recessions in 1996 (down 6 percent) and 1998 (down 8 percent). techweb.com >> I am going to add next two paragraphs At the company's annual forecast conference here, Ronald Bohn, director of semiconductor research, said the industry should grow 14 percent this year, 17 percent next year and another 19 percent in 2001 to a total of $215 billion in worldwide revenue. The figure is still short of the $300 billion executives in 1995 saw the industry reaching by 2000. But that was before the collapse in DRAM prices and overcapacity prompted industry recessions in 1996 (down 6 percent) and 1998 (down 8 percent). Bohn said he expects growth in the United States to slow a bit but be offset by resurgent economies in Asia and Latin America. Returning to vigor and leading the charge for the other sectors is DRAM, which fell from a peak of more than $40 billion in annual sales in 1995 to less than $15 billion three years later. While nothing on the order of Windows 95 looms on the horizon to increase DRAM usage, performance demands and the ramp of Direct Rambus DRAMs next year will help boost the sector to a new peak of $63 billion in annual revenue by 2003, Bohn said. john

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