Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: RetiredNow who wrote (9508)	11/11/1998 11:57:00 AM
From: Roads End	Read Replies (2) of 93625

mindmeld....Here is the latest market forecast for chip usage over the period you covered. Mile High posted this on the news thread. Putting your numbers to this forecast implies 8.9% of total chips in 2000 will be RMBS. I would anticipate a much higher % by then based on the many forecasts that have been posted here. I think the number is closer to 50% RMBS. Try this set of data and you have a much different and probably more realistic estimate. Steve TOKYO (Nikkei)-Global demand for microchips is expected to grow 6.6% in 1999 and 13.6% in 2000, the World Semiconductor Trade Statistics reported Tuesday. That contrasts sharply with its estimate of a 10.9% decline in 1998 to $122.2 billion on a shipment basis. The forecasts for the next two years are about 20% below the June predictions of an international statistics body representing 37 global chip makers, however. WSTS forecasts the market for memory chips will expand 8% in 1999, 19% in 2000 and 22% in 2001. These are the highest growth rates among all semiconductor sectors. Japanese chip shipments are forecast to grow just 0.8% next year, after falling 22.6% this year - the worst performance among major producing countries. Almost all major chip fabricators in Japan, Europe, the U.S., South Korea and Taiwan are members of WSTS. (The Nihon Keizai Shimbun Wednesday morning edition)

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