Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

Nov 25 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: unclewest who wrote (17440)	3/18/1999 12:11:00 PM
From: unclewest	Read Replies (2) of 93625

from another thread.. intel previews xeon p3 @ 800 mhz at CeBIT See www.theregister.co.uk/semi.html for details. Appears that their aggressive speed ramp creates more urgency in achieving a timely rollout of direct RDRAM. Yesterdays anouncement by Samsung that 256Mbit RDRAM will complete development next month, about 6 months ahead of earlier projections, also may turbocharge the bus. Samsung projects a 24 billion dollar market for the 256 Mbit in 2002. Cowens Drew Peck has forecast that cost premiums associated with RDRAM will evaporate as 256 Mbit chips become dominant leading to the complete conversion of the market to RDRAM. Aggresive moves by Intel and Samsung will propel Rambus earnings once rollout occurs. Peck's EPS forecast is $4.00 in 2001. Don't know what his projection is for 2002 but with Sony , Intel, and Samsung accelerating things its probably above $10.00.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next