Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.73

+0.5%

12:54 PM EST

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To: Ali Chen who wrote (38966)	3/28/2000 12:41:00 PM
From: jim kelley	Read Replies (1) of 93625

It is too early to answer your question. The PS-II will account for sales of 3 million RDRAM chips and 1.5 million controller chips this quarter. However, it is impossible to know how many new designs are in the works for coming quarters from the communications companies. The X-Box is vaporware currently and will not contribute any sales for at least a year( they will use the new RDRAM despite initial reference to DDR-IMO). RAMBUS will not preannounce any company's product. The PC sales can be predicted from the INTEL roadmap for RDRAM. The medium and high end PC's should be completely RDRAM by the end of 2002. The low cost PC's should be about half RDRAM by the end of 2003. By the end of 2003 there will be about 180 Million PC's being sold per year.

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