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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: Dave B who wrote (50640)8/21/2000 7:55:58 PM
From: gnuman  Read Replies (1) of 93625
 
Dave B. re: 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.

I did provide a link, here it is again. Look's to me like ~50% run rate going out of 2000, 40% now. But just my eyeball estimates.
Even more interesting, it shows Mainstream PC's 100% Rambus going out of 2001.
intel.com;

It appears that MacWilliams isn't going to present the memory pitch at this week's IDF. A lot of people were looking forward to an update, including most on this thread I would imagine. (He's the one who made the memory presentation at Spring IDF).

In that case, it would appear that you're saying that Intel was way too optimistic, and the DRAM guys were pessimistic. Correct?

Yes, for Mainstream PC's. But I think the memory guy's came closer than Intel <g> Rambus appears to be doing well in work stations, maybe better than expected.

JMHO's
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