Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

Dec 1 3:59 PM EST

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To: richard surckla who wrote (48370)	7/31/2000 8:10:23 AM
From: Bilow	Read Replies (2) of 93625

Hi richard surckla; Re Rambus having 15% of the DRAM market... The issue I care about is RDRAM vs DDR, but I keep seeing this 15% figure quoted and it is seriously in error. It is obtained by adding up the total DRAM production figures for Hitachi, Toshiba and OKI. (1) The Hitachi agreement is only for six months. (2) A good bit of Toshiba's production was already RDRAM, so the royalties on other products aren't as significant. (3) The vast majority of OKI's production isn't SDRAM, and doesn't fall under the Rambus licensing. The actual total figure, for the memory market so far, is probably more like 12% till the end of the year, then declining to 7% or so. Maybe Rambus will sign some more players, but it hasn't happened yet. -- Carl

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