Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.42

+0.9%

3:59 PM EST

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To: Joe NYC who wrote (43500)	6/5/2000 10:35:00 PM
From: Bilow	Read Replies (2) of 93625

Hi Jozef Halada; From AMI2's presentation in today's DDR meeting: Hyundai Current Market Situation DRAM Market Survey Hyundai organized 3 independent teams. Each team spent 1 1/2 to 2 weeks on the road visiting customers. Visited and surveyed 43 key customers Covered all key markets Survey by Market Segments Server High-end PC Mid/Low PC Laptops Graphics High-End Networks Low-End Networks Consumer Applications Server Market Transistions RCC is the key player in the server market and is focused exclusively on DDR. Other server chipsets are migrating towards DDR High-End PC Market Transitions Rambus becomes the dominant technology for the High-End PC -- supported by the Camino and Carmel chipsets Other DDR chipsets are targeted to take a piece of this market. Mainstream Memory Transistions Initial transition to DDR occurs with non-Intel chipsets Laptop Market Memory Transitions* DDR allows for high bandwidth & low power without throttling performance. Graphics Memory Trend Forecast* ((Mostly DDR by the end of the year)) High-End Network Memory Trends DRAM Technology Transitions Summary 1998 1999 2000 2001 EDO 25% 5% 2% PC66 40% 10% 1% PC100 35% 83% 54% 20% PC133 2% 25% 28% Rambus 8% 10% DDR 10% 42% Memory Directions SDRAM is the near-term solution for nearly all markets. Rambus support in the Camino and Carmel for high-end PCs. *Essentially all other applications plan transitions to DDR. viatech.com -- Carl

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