Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: gnuman who wrote (63654)	1/4/2001 2:29:49 PM
From: jim kelley	Read Replies (1) of 93625

I forgot to divide by 2.<G> There are 120 M desktop platforms estimated for next year. Intel has 80% of the market. Half of them will be RDRAM/P4 by the end of 2001. .8 X 120 X .5= 48 M platform per year run rate. Two channels per P4 with 8 devices per channel. 16 X 48 = 768 M components per year "run rate". So, the full year of 2002 will show volumes > 768 M components. Not a pretty picture for MU is it? So let them delay the day of legal reckoning. It does not matter strategically. There are an estimated 160 M PC to be produced in 2001 not the 100M you seem to be using. The total

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