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

To: Ian Anderson who wrote (24749)	7/14/1999 6:14:00 PM
From: Dave B	Respond to of 93625

Ian, We just started getting final confirmations of RIMMS passing Intel's test's in early June. The manufacturers would just start ramping up production in mid- to late-June. They couldn't have shipped enough before the end of June to have a significant impact on revenues. Dell is taking the majority of the initial builds (2/3's is what has been quoted) and they won't even accept them until they can start building up units and that won't happen until they have Camino. I would guess that the DRAM mfrs. shipped a little bit in June (some to Sony, Dell, samples, etc.) but not enough to notice in Rambus's bottom line. Even if they shipped $25M in RIMMS, that's only about $375,000 in revenues to Rambus, or $.015 per share. $25M would be, what, maybe a little less than 200,000 RIMMs (at OEM prices)? That would be a quick ramp/ship schedule and a lot of RIMMs to suck up with no one shipping any products with RIMMs in them. Not trying to rain on the parade -- just agreeing with the estimates that say the we'll have one more mostly flat quarter before the blast-off. Maybe they'll address this in the call as well. Dave

To: Ian Anderson who wrote (24749)	7/14/1999 6:26:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

this is what i have. may lose a few more licensees do to non performance. slow to add engineer personnel. guys that do interviews are too busy. quickest add will be sony pII. no delay expected but always possible. pc133 offers no significant performance gain over sdram 100. they do not consider it a threat. 6 big guys already producing...hyundai, lg semi, nec, samsung, toshiba, infineon. 2 more expected by end of year. marketing laws of semi industry regarding cost reductions as production increases will apply to rdram. 128 and 144 expected by year end with lower cost premiums. goal is to have a complete rdram package +10% over sdram. pixelvision should ship 4th q. expects 800 yield to average 80%. 20% of market may switch to rambus very quickly. rdram is now available to oems. "rdram is miles away from pc133" by 2001 rmbs expects to have over 50% of dram market. (i asked dram market...answer. yes that is what i heard.) lots more info but it is all posted at the rambus website. unclewest