SI
SI
discoversearch

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 88.13+1.0%Nov 21 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Shibumi who wrote (17870)3/27/1999 6:51:00 AM
From: Alan Hume  Read Replies (1) of 93625
 
Hi Shibumi,

"Mr. Hume in particular tends to posit that he believes that DRAM manufacturers are slow in their progress -- anyone see proof of that?"

This statement I made a while back and I still stick to it, although the RDRAM manufacturers themselves have been let off the hook for the time being. 6 months ago INTEL's biggest concern was SUPPLY. Today their major concern is IMPLEMENTATION, which we all know has led to a delay of 3 months or so. I know that there have been many announcements of more RDRAM capacity coming on stream, but note at the INTEL symposium in late Feb' they was announced that the 128Mb configuration is the way INTEL was going. Meaning that the 64/72Mb chips announced by several vendors (NEC I particuarly recall from memory) can be discounted for usage with Camino.
From what I read at the moment, with Caminio introduction in Sept/Oct time frame, Samsung at 5kk/m will not be able to handle it alone.
Lets build a model:
Total box sales in 99 will be 105kk (98 was 90kk + 15% growth)
RMBS is projected to take 10% share in 99, but I doubt this and will assume 5%
5% of 105kk = 5,25kk
There are 8 chips to the module which makes for 42kk chip
To get them on the shelves in 99 these chips need to be manufactured between June and October, say 8kk/m
In reality the situation is worse than this as 50% (?) of all boxes are sold in Q4 alone

Alan Hume (wehere did the Mr. handle come from?)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News