Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Tom Warren who wrote (35607)	12/7/1999 11:21:00 AM
From: gnuman	Read Replies (1) of 93625

Tom Warren, re:<<So apples to apples Samsung annual production would be roughly 50 mill 64Mb equivalents out of 1 bill. 5% give or take.>> The problem with hypothesizing numbers is we can make them anything we like. <g> I assumed an average 8 DRAMS per PC whether 32 or 64mB. (Probably a low assumption). But next year we'll see a shift to 64/128mB Drams. Can't speculate the mix, but Win2K could drive it towards the higher densities. And when you speak of "equivalent" share you're implying share of revenues, not unit quantity. I think to get 5% share of units price will have to come down significantly. JMHO's

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