Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.10

+4.0%

10:44 AM EST

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To: The Prophet who wrote (42406)	5/17/2000 4:19:00 AM
From: Joe NYC	Read Replies (3) of 93625

Prophet, Here's the math - approx $100 billion total market 3 years out on RDRAM and related logic and controllers x 60% market share ... Here is another estimate: eet.com Farhad Tabrizi, vice president of strategic marketing and product planning for Hyundai MicroElectronics (San Jose), questioned whether there is room for both DDR and Direct Rambus in the niche markets of high-end systems they both target. Indeed, Semico Research released a projection this week that shows Rambus eking out just 0.1 percent of the DRAM market in 2004. That's quite a difference. As for AMD, the risk of INTC's double whammy (integrated low end Timna processor and corporate desktop Willamette) to AMD's business model is very high, especially once INTC ramps up to .13 at all plants and cuts low end prices by 60%. Just to put this FUD in context of what's really happening, according to the roadmap of both companies, AMD will get to .13u ahead of Intel. Intel needs to switch to copper and .13u, having to replace most of the equipment in their fabs. AMD on the other hand is already ramping their copper process and the present equipment in their Dresden fab is .13u capable, making the transition a lot smoother, approximately 6 months ahead of Intel (1H 2001 vs. 2H 2001). Joe

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