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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.20-3.3%Nov 20 3:59 PM EST
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To: gnuman who wrote (50572)8/21/2000 7:18:10 PM
From: Dave B  Read Replies (1) of 93625
 
Gene,

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.

I guess there's the rub. I don't save the Intel roadmaps, but I don't remember seeing 40% for RDRAM for the mainstream PC market this year (not total, but run-rate, I assume, exiting the year). If Intel said that, then I understand your statement. In that case, it would appear that you're saying that Intel was way too optimistic, and the DRAM guys were pessimistic. Correct?

Dave
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