Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 102.24

-2.6%

3:59 PM EST

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To: Bilow who wrote (50924)	8/23/2000 3:57:33 PM
From: gnuman	Read Replies (1) of 93625

Carl, re: What Samsung is talking about is itself producing total RDRAM amounting to 300 million x 15% = 45 million chips. I don't think that's correct. The quote states "out of a total 300 million devices shipped by the market" Bob Eminian, vice president of marketing for Samsung Semiconductor, said he expected Direct RDRAM to comprise about 15% of Samsung's DRAM unit shipments next year -- out of a total 300 million devices shipped by the market. My interpretation is Samsung believes 300 million RDRAM's will ship next year. Using your number of ~4B DRAM's, that's about 7.5%. (I think total DRAM's are lower, though). At any rate, that's a far cry from the 40% of total DRAM for next year that Samsung forecast in June. Samsung claimed that Direct RDRAMs will exceed 40% of its total DRAM shipments by the end of 2001. eoenabled.com

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