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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 204.70

-2.5%

Jan 8 3:59 PM EST

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To: Mani1 who started this subject	1/26/2002 1:27:14 PM
From: stribe30	of 275872

An interesting story on how the memory wars have turned out particularly with regards to Rambus and RDRAM ------------------ Rambus Inc. in briefings this week showed projections of a 12% Direct RDRAM share of the total DRAM market by 2005 -- a far cry from the 50-to-75% share that supporters had forecast in recent years. In presentations to the Platform Conference in San Jose, Calif. and elsewhere, Rambus affirmed forecasts by IDC that also showed rival DDR memory taking nearly 80% total DRAM market share in the same time period. Frank Fox, vice president and general manager of the RDRAM Solutions Division, said Rambus was pleased with the projections that showed Direct Rambus growing over the three years and capturing a larger share of the high performance desktop and workstation market. The Rambus-sanctioned forecast, however, was at wide variance with previous projections by Mark Edelstone, analyst with Morgan Stanley Dean Witter, who several years ago was claiming RDRAM would take over 75% of the PC market by 2003. Samsung Electronics last year predicted that more than 600 million RDRAM chips would be shipped this year. siliconstrategies.com

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