Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

3:59 PM EST

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To: Zeev Hed who wrote (50800)	8/22/2000 5:44:58 PM
From: gnuman	Read Replies (1) of 93625

Zeev, re: If RDRAM is indeed the solution for the high end systems this year, I do not see any reason that by next year RDRAM will not become the mainstay of the mainstream. If you look at history I don't think DRAM played much of a role in that strategy. All segments used basically the same DRAM. The situation is more complicated now. I've said a number of times I think that SDRAM will maintain ~80% share of PC memory next year. It's increasingly profitable for the chip makers, and I've seen forecasts that trend will last well into 2002. I think Barrett see's that also, based on some of his recent statements. Notebooks, Value PC's and the mid range will certainly use SDRAM all of next year. The performance PC and workstations are a minor share of the PC market. PIII's at 0.8 - 1 GHZ with the 815E will still be a large chunk of the Mainstream segment IMO. The memory chip makers are a new factor in the product migration strategy. Anyway, JMHO's and the next few quarters will be interesting.

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