Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.03

+4.3%

10:29 AM EST

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To: Dave B who wrote (50564)	8/21/2000 2:06:16 PM
From: gnuman	Read Replies (3) of 93625

Dave B. Re: These statements seemed in conflict to me. Referring to my statetment, "Clearly demand exceeds supply, and the chip makers are increasing RDRAM production. (Partly in anticipation of Intel's P4). But the question for me is, is there limited availability for lower than forecast demand?" Let me explain. In a speech at Spring IDF Gelsinger said: We need a memory system such as RDRAM and dual-channel RDRAM that allows us to scale to three gigahertz and beyond. Another one of the challenges has been availability. We've had Samsung and NEC shipping in volume. We're very happy that Toshiba has just qualified. We're expecting Infinion to be qualified at the end of this quarter. Both of those coming on line and shipping in the second and third quarter respectively. Micron and Hyundai as suppliers later in the year. Overall, the ramp is on, the products are shipping in volume. In fact, in the first quarter of this year, we will ship over two million of our 820 chipsets into the marketplace. This is a volume platform. It's ramping. It's real. intel.com That statement was made on February 15, 2000. The Intel Platform memory roadmap, which has often been cited here, show's that Mainstream PC's based on RDRAM should be growing rapidly, with currently ~40% RDRAM. (My estimate). I would expect that the Mainstream PC's would currently consume well in excess of 10 million RDRAM's per month if on that plan. (Not including WS's). intel.com; I think both illustrate "lower than forecast demand". The fact that IDC claims Q2 WS shipments were impacted by lack of RIMM's seem's to indicate that "demand exceeds supply". From this I conclude that there is limited availability for lower than forecast demand. JMHO's

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