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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.35+5.4%Dec 19 3:59 PM EST

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To: Bilow who wrote (77504)8/17/2001 8:32:56 PM
From: Steve Lee  Read Replies (1) of 93625
 
Bilow, here is a post from you that linked to an article stating:

"Samsung expects its Direct Rambus DRAM production still to make up 25 percent of its sales; DDR DRAM will now represent 20 percent of its total production; and 55 percent of the company's output will be synchronous single-rate SDRAM":

Message 16222775

If you add that 25%, 20% and 55%, you get 100%. But the article interchangeably used the terms "sales", "production" and "output". Looks to me like RDRAM is 25% of Samsung's sales for the whole year.

From that same article: "Samsung recorded a market share of over 40 percent in worldwide DDR sales for the first half of 2001, according to its own estimates. In dollar sales, however, "Direct Rambus is expected to have a greater than 5-to-1 ratio over DDR (sales)," Hughes said."

Read carefully, the article says the 5-1 ratio is for the first half of 2001. You are assuming in your calculations it means the entire year of 2001. This is where your mistake lies becos RDRAM costs a lot more hisorically that it does now.

Before you go BWAHAHAHAHAing all over yourself, do a bit of simple maths. I thought you had made a mistake and asked how you had arrived at your calculations. Your rabid gloating got in the way of your calculations and you have made yourself look fairly foolish.

Remember the simple rule in future that the sum of percentages should add up to 100 and you should be able to make better assumptions.
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