Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.36

-9.6%

Nov 13 3:59 PM EST

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To: John Stichnoth who wrote (34926)	11/20/1999 3:20:00 PM
From: Dan3	Read Replies (1) of 93625

Re: what do you believe the timetable to be for the various DRAM forms, for Volume production: All I can do is offer my interpretation of the various postings we've all seen up on the net, but, FWIW, here are my guesses: PC 133 Now VC 133 1/15/99 RDRAM 600 Now RDRAM 700 12/15/00 RDRAM 800/45 1/15/00 RDRAM 800/40 3/1/00 DDR 200 2/1/00 DDR 266 3/1/00 DDR/VC 266 5/1/00 DDR/VC 333 6/1/00 DDR II I have no idea Rambus II I have no idea Also, do you agee with Toshiba's implication (in excluding it), that PC133 is essentially irrelevant to discussing Roadmaps? I think VC133 will be the price/performance sweet spot for DRAM for a good part of next year - if Toshiba misses this market, they may regret it. Note that many of these parts will be available earlier: micron.com but at high prices and small quantities such that I don't see them as significant - (they won't be at www.thechipmerchant.com) Another take is that as long as 128 meg of PC800 rambus can be sold for $1,200, it means it's sampling, not in full production. Regards, Dan

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