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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (24594)	7/12/1999 7:37:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

fellows, one little figure needs to be plugged into your equation... pc sales increases for next year. you are only looking at the % of sales year on year with no growth factor. worldwide pc sales are projected to go up by 23 million+ next year or ever 20%. that makes little explosions big explosions. and skeeter you are so focused on pc's. remember that is only 1/3 of rmbs revenues. tomorrow lets talk about all the other ways rmbs will make money. because i think rmbs will be an awesome success even if it never gets into a single pc. unclewest did you know that rambus memory will be in hdtv, hd dvd, printers, scanners and copiers?

To: Skeeter Bug who wrote (24594)	7/12/1999 8:54:00 PM
From: Dave B	Respond to of 93625

Skeeter, Are you being purposefully obtuse, or did you miss the point? At least read the friggin' article. First, don't base your argument on my assumption that the high-end market would go down 25% or that the high-end started at $1500. I made both of those assumptions for your benefit. There is no implosion except what I built in to appease you. If you even bothered to read the article, you would have seen that. Second, RDRAM could potentially be on all boxes by the time any high-end implosion occurs if, in fact, it does occur. Over the next four years, the market opportunity for RDRAM represents 20%, 40%, 80%, and 100% of all systems sold. Third, your previous assertion that the low-end is a significant section of the market is not supported by the IDC numbers and has now been disproved. Sub-$600 systems will only grow from 10.8% to 13.7% of the total market. The $600-$1000 segment is flat from 42.7% to 43.4% if I assume a significant drop in the high-end business otherwise it's shrinking. This is not what anyone would consider significant growth. Finally, I've shown you using numbers from respectable industry research sources that you have no clue about the business, and you've still provided nothing to support your position. Since I've accomplished my goal of making sure that any lurkers or reporters reading this thread realized that you have no understanding of this market, I've had enough of your uselessness. As bp said, "you can lead a horse to water, ...". Adios amigo. Go in peace and gentle ignorance. I wish you luck. Dave

To: Skeeter Bug who wrote (24594)	7/12/1999 9:13:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

<this TOTALLY supports my assertion that most folks are migrating toward the cheap boxes> And what happens once those cheap boxes start supporting DRDRAM? It may happen sooner than you think. Intel's new Timna is going to feature an integrated DRDRAM controller onto the processor die, and it is targeted for so-called "cheap boxes" because it integrates almost everything (processor, memory controller, graphics) onto a single chip. Plus, as memory densities increase, you'll need fewer and fewer DRDRAM chips in order to satisfy the memory needs of the sub-$600 market. You can't do that with any form of SDRAM, since its minimum chip count is eight. As a result, costs for the system will go down. Seems like a win-win situation for Rambus (or a lose-lose situation for the anti-Rambus coalition). Tenchusatsu