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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 83.43-4.3%10:42 AM EST

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To: Joe Donato who wrote (42538)5/19/2000 10:56:00 AM
From: jim kelley  Read Replies (1) of 93625
 
Joe,

This has been discussed before. It looks like Asiabiztech numbers are more accurate than Garber. They have projected shipments equivalent to about 11 M 128 MB Rimms by the end of this year. This equates to something less than 10 M PCs.
or about 8% marketshare.

We should be a little ahead of their schedule by June.
Garber's numbers are way too low. She is pushing DDR.
AsiaBizTech is a Japanese firm and has no reason to push Rambus.

JK
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