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Politics : Ask Michael Burke

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To: Steve Lee who wrote (77144)3/7/2000 6:07:00 PM
From: gnuman  Read Replies (3) of 132070
 
Steve, re: <Give me a break! Of the world's 7 major DRAM producers, 5 are in full production, Micron will be within a few weeks and Hitachi are in a legal dispute with Rambus. With all that production, you still have to pay a fortune to get your hands on the stuff because demand is so high.>

According to rambus:
Rambus said that two big memory chip manufacturers, Korea's Hyundai Corp. and Siemens AG spinoff Infineon Technologies (NYSE:IFO - news), soon to be floated on the U.S. market, will begin volume production of its chips after completing component and system level validation tests.

Rambus said these companies will join Samsung Electronics Co Ltd , NEC Corp. and Toshiba Corp. , who are all beginning volume production of Rambus memory products. Rambus said these five manufacturers are expected to deliver more than ten million RDRAM (Rambus Dynamic Random Access Memory) devices by the end of this quarter.


What is your definition of "full production"?

I've seen estimates the PC industry consumes 500 million DRAM's per quarter. If we ignore all DRAM's other than in DIMM's/SIMM's there are at least 360 million DRAM's per quarter. According to my calculations that gives Rambus less than 3% of units in the PC market for this quarter.

I think Earlie is right on when he states that Rambus will find it's place in the high end PC's W/S's.

I am interested in the Sony PlayStation 2. We know it uses 64MB of RDRAM. Do you have any knowledge of the price of these devices and/or the fee's Rambus collects for them? How many consoles does Sony expect to ship this year?

TIA, Gene
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