Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.72

+5.2%

Nov 24 3:59 PM EST

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To: Dave B who wrote (42128)	5/12/2000 3:09:00 PM
From: gnuman	Read Replies (1) of 93625

Dave B. re: <so let's guess that 50% of their units this year ship with RDRAM (128M on average). > You certainly are an optimist.<VBG> The year is almost half over. I don't know the percentage of PC's that are lap-tops, but they're one of Dell's fast growing segments. And in spite of the sub $1500 OptiPlex, most of the value/mid range segment is still SDRAM. Intel plans to move the low end to 810 and the mid range will be moving to 815 according to Intel, both SDRAM solutions. In the performance segment Intel shows RDRAM taking about half the platforms going out of 2000, but I think they're a little behind that curve. In the value segment they show RDRAM starting to make penetration in 2002. I'd WAG closer to 10% than 50% for this year. JMHO's

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