Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.69

-0.8%

Dec 16 3:59 PM EST

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To: jim kelley who wrote (63998)	1/10/2001 12:45:53 AM
From: Dan3	Read Replies (2) of 93625

Re: I believe that it is actually a moot thesis because the P3 will be pushed into the low end of the market by year end and there will be no Celerons being produced. All this is possible because of the transition to big wafers and the .13 micron process. These two process improvement improve the device production 4X or 300% capacity improvement. Hence, no further need for the Celeron. Celeron and P3 are the same size - in fact, they are the same chip. A capacity increase is totally irrelevant to the P3/Celeron mix. P4, which requires 4 times the wafer area as P3/Celeron is a different story. Also, 4x would generally be looked upon as a 400% increase, rather than a 300% increase. I know facts and arithmetic and stuff like that are totally irrelevant to you, but, what the heck. Dan

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