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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE
RMBS 93.38+2.2%Jan 9 9:30 AM EST
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To: richard surckla who wrote (617)1/18/2000 2:56:00 PM
From: Alan Hume  Read Replies (1) of 2039
 
Hi Richard,

"Sherry Garber, an analyst at Semico Research in Phoenix, predicted DDR will take half the DRAM market, but not until 2004. She said the technology will occupy 9 percent of the market this year, compared with 2.6 percent for Direct RDRAM, jumping next year to 20 percent, while Direct Rambus holds at 2.3 percent."

This statement is of course in direct contrast to the recent 16% for RDRAM recently predicted by a Japanese brokerage.

In my personal opinion, the faster the CPU gets, the bigger the differential advantage for RDRAM becomes, parallel to which, the smaller the grid size, the less the price differential.
All in all its a no brainer

Alan
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