Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.29

+2.2%

3:59 PM EST

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To: Bilow who wrote (48660)	8/1/2000 10:11:06 PM
From: Bilow	Read Replies (2) of 93625

Hi all; Get this: According to Cahners In-Stat, 120 million units of 128Mbyte Rambus DRAM were shipped in the first quarter of this year, accounting for less than 10 percent of the DRAM market. Cahners In-Stat forecasts about 300 million units in the third quarter and 375 million units in the fourth quarter of this year. electronicnews.com This is total sales of about 1000 million "units" for 2000. How much is a unit? Even at $2 per megabyte, a 128MByte RIMM goes for $256. This gives total RDRAM sales of $256 billion for the year. This seems high to me. Anyone else have any comments, estimates, or c.? -- Carl

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