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: Bilow who wrote (41465)	5/7/2000 12:38:00 PM
From: Dave B	Read Replies (1) of 93625

Carl, Here's an example of George Iwanyc vs. Carl Bilow's accuracy in prognosticative ventures (and I'm going to lump Scumbria into this as well): ebnews.com Although vastly smaller than the PC market, the graphics arena stands to offer DDR a respectable incubation,according to observers. George Iwanyc, an analyst at Dataquest Inc., San Jose, estimated that graphics-chipset sales last year exceeded $1.6 billion-a 60% increase over 1997. And he expects similar growth this year. In many ways, Iwanyc said, DDR is well suited as buffer memory in graphics chipsets, particularly because of its wide, 64-bit organization; high speed; and relatively low cost. So in June of 1999 Iwanyc was saying that graphics cards would use DDR, whereas Carl and Scumbria were saying that it was a good market for RDRAM. Since you've been so diligent in providing information about DDR support by graphics cards, you have simply been proving that his understanding of the technology and the market is better than yours. One more vote supporting the credibility of the analysts from Dataquest. Dave

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