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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.53

+0.7%

Nov 28 12:59 PM EST

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To: Steve Lee who wrote (77638)	8/17/2001 6:44:06 PM
From: Bilow	Read Replies (2) of 93625

Hi Steve Lee; <font color=red>DDR to reach 10% of market by end of year. Here's Samsung's recent production figures (in units): Date RDRAM DDR ------------ ------- ------- Jul 9, 2001 20%~25% 10%~15% Aug 8, 2001 18%~20% 10%~17% samsungelectronics.com July figures from #reply-16113364 In addition, Samsung just announced that they're putting 20% of their production into DDR SDRAM by the end of the year. Since Samsung has about 60% of the world market in RDRAM, and about 40% in DDR, the above figures allow us to estimate total world production of the two memory types, given that we know that Samsung has about 20% of world memory production: Date RDRAM DDR ------------ ------- ------- Jul 9, 2001 7%~ 8% 5%~ 7% Aug 8, 2001 6%~ 7% 5%~ 8% Dec 31, 2001 10% The above figures are production figures, and are, of course, in units. Sales figures will show RDRAM at a higher percentage, due to the expensive niche status of RDRAM. -- Carl

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