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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: Tenchusatsu who wrote (53380)9/14/2000 1:56:48 PM
From: gnuman  Read Replies (1) of 93625
 
RDRAM presentation/shipments
According to the Rambus presentation today, approximately 16 million 128Mb RDRAM's shipped year to date. Forecast is <30 million through 2000, including some 256Mb chips in Q4'00.
Through Q3 I would guess that Work Stations and PSX2 consumed most of the 16 million chips. With the ramp of W/S's and PSX2, I'd guess another 8-10 million chips for those systems in Q4'00. The balance appears to support Yu's statement of only "100's of thousands of P4 in Q4'00".
JMHO
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