Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.00

+1.8%

3:59 PM EST

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To: Bilow who wrote (48660)	8/1/2000 10:21:36 PM
From: SBHX	Read Replies (1) of 93625

Carl, I think there's a mistake in that article. 120 million 128MByte rambus modules shipped each quarter makes 480M/yr. If that figure is < 10% of total dram shipped, that means there's 5B memory modules shipped total, or almost 1 for every single person in the world. I know this is not true as I walked through many parts of Thailand, Malaysia and Indonesia recently, in a usually unsuccessful search for a PC with an internet connection so I can get on SI. Given that roughly (I'm guessing here) 140M PCs ship 1999, that 120m number is suspect. And the 300M later in a quarter is even more flaky. 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. SbH - he who sits on the fence gets ignored or pelted with eggs. - I prefer mine scrambled and well done please.

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