Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.42

+0.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric K. who wrote (42460)	5/17/2000 9:19:00 PM
From: Bilow	Read Replies (1) of 93625

Hi all; Somehow, we managed to miss an industry editorial at simmtester.com : Conclusion March 22, 2000 Judging from the technical and price position of memories, I would conclude that RDRAM would be 5-6% of the total DRAM market this year. DDR memory will occupy 20% of the market in 4th quarter 2,000. That will mean 6% of the DRAM market for the year. The rest of the DRAM market will be filled by the familiar PC100 and PC133 SDRAM memories. In the year of 2001, the picture would be quite different. DDR will come into price parity with PC133 SDRAM. At that point, I am predicting a 40% DDR occupation in Q3, 2001. That will put the annual percentage to 25%. At that time RDRAM will still only maintain a 5-6% position. ... Since capacity is still plentiful, price level on mainstream memory SDRAM and SDRAM modules will be stable. Periodic segmental shortages will occur. However, these shortages will be balanced within 10-12 weeks period (the average production to market time). Rambus DRAM price will stay high keeping it from realizing bigger market share. simmtester.com They are not a disinterested party. They make testers for memory modules, including a RIMM tester. They have a new product with an adaptor available for RIMMs or DDR DIMMs this quarter: simmtester.com Interesting PC100/133 clock reference: simmtester.com They are a sponsor of tomorrow's DDR summit, and have numerous editorials and comments of various sorts: simmtester.com -- Carl

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next