Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 104.86

-5.2%

11:54 AM EST

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To: The Prophet who wrote (58469)	10/22/2000 5:48:23 PM
From: Zeev Hed	Read Replies (2) of 93625

Te Prophet, I'll repeat, Tate was the one stating that DRAM would 65%, I would have thought that controllers and ASIC would be included in the other 35%. As for $40 B being low, sure, I have seen data quest now forecasting more than $70 B in the next few years, but that was before the prices of DRAM were halved. Somehow those guys always look in the rear view mirror. At least $40 B is not outrageous, is 30% more than this year's expected dram shipments and thus a conservative figure to work with. Zeev

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