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: jim kelley who wrote (42365)	5/17/2000 8:26:00 AM
From: gnuman	Read Replies (2) of 93625

Jim re: <About 32 M units of RDRAM will be shipped in the first 1/2 year.> Since you're tracking the chip/RIMM sales, any idea of how the 820 mix look's? Does it lean toward 4 million VC820's with 1 RIMM, or 2 million VC820's with two RIMM's? (I'm assuming the 840 sales are a low percentage). Are there 2 - 4 million VC820's available this half? Or is RIMM inventory building? How many VC820's must be diverted for the CC820 recall? Lot's of question's, but they kind of quantify the problem. (Or are you going to ask me to "Do your own legwork, guy?") <g> TIA

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