Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.1%

3:59 PM EST

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To: dpk who wrote (39011)	3/29/2000 8:27:00 AM
From: gnuman	Read Replies (1) of 93625

Revenue forecasts From the Rambus site, Rambus is using the IDC/DQ forecasts of ~50% share of 2003 DRAM market of $60 billion, or ~$30 Billion for Rambus memory. A number of assumptions are implied, the main being that Intel and the box makers will have converted a large percent of production to Rambus based systems and the price/performance of RIMM's being attractive to the consumer. Considering that servers are speculated to be DDR based, the number of desk tops must be heavily Rambus. One can make the case that for at least the next 12 months Rambus penetration will be relatively low. I understand Intel's new chip sets and mother boards, (810/810E/815) are all PC133 DIMM based products. I understand the 815, (Solano), is the replacement for the 440BX devices. These products fill the "Value" and "Performance" categories. Note also these new products support Intel's transition from Slot1 to the FCPGA CPU which I hear is expected to be completed by year end. I also understand the transition of the 820 from Slot1 to FCPGA is targeted for 2H00. According to the info published at the IDF, the Intel 820 motherboards will be 2+2, (2 RIMM and 2 DIMM sockets). These will be targeted at the high end desk tops/WS's and include a number of system enhancements. I believe the 2+2 configuration solves an inventory mix problem for the box makers. It basically allows the makers to respond to consumer demand for memory types using the same mobo product. I think it will be key to watch system performance of the 815/820 with DIMM's/RIMM's. JMHO's

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