Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: gnuman who wrote (42163)	5/14/2000 10:56:00 AM
From: blake_paterson	Read Replies (1) of 93625

Gene, re: <<A bullish position, (for me :-)), on Rambus. Looking at CY2000 Rambus shipments through Sony and Dell. Sony is projecting 11 million PSX2's through their fiscal year ending March 31, 2001. Assuming a top of 7 million units in CY 2000, I get 14 million 32 MB chips. (Seem's reasonable that at least 4 million PSX2's will ship W/W in Q1'00. That's less than 500K units/month/region).>> As, you know, I'm guessing that, by the time US and European PS2 channels are stuffed to 'sufficient' levels of inventory and product is in the hands of buyers come 1 Apr 2001, we are going to see 2X - 3X - 4X your numbers.... Just a WAG :) BP

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