Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 102.22

-2.7%

Nov 12 3:59 PM EST

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To: Bilow who wrote (50924)	8/24/2000 5:52:25 AM
From: jim kelley	Read Replies (1) of 93625

I guess that means the P4 is dead as well because it uses RDRAM. However, the niche market for DDR in graphics cards is not dead. But then the PSII market is dead because it uses RDRAM. By the way Carl, if I use your numbers of 4B chips per year and Samsung has 23% of the DRAM market as of last year (maybe more this year), I get .23 * 4,000,000,000 chips = 920 M dram chips est. So how come you come up with 300 M? Then .15 * 920 M = 138 M rdram chips. But that is not enough to reanimate rdram as it has already died. I believe that because you told me so and you are the god of memory if I remember correctly. By the way, Emmian did not say whether that DDR was going into graphics cards or PC main memory did he? How much of that DDR is going into graphics cards? I know now it 100% but what about next year? So thank once again for the your attempt to educate us. Unfortunately, it appears that either you can't add or you can not make correct inferences from the facts or you don't really care about the facts. If you ran a college for the benighted, I doubt if it would be accredited but who am I to be the judge?

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