Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: unclewest who wrote (24994)	7/17/1999 8:01:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

uncle, When estimating what the DRAM market might be, don't get worked up about a few million, it was the jump from $43B in '01 to $100B in '02 that is ridiculous IMHO. That guy must have smoked some of that Tibetan stuff or eaten some bad Yak cheese! <gg> But you are right, who knows, and the DRAM market in '02 could be $200B, but I kind of doubt it. To: +unclewest (23257 ) From: +MileHigh Tuesday, Jun 22 1999 9:29AM ET Reply # of 24996 Quite a bit of difference even within DataQuest.... Even the notorious DRAM market will behave, according to the SIA's predictions. Corrigan hedged slightly in saying that the market is expected to increase 25-to -35% annually during the next three years. "The DRAM roller-coaster effect is occurring right now as the segment is expected to decline 24% this quarter," he said. Nonetheless, the SIA is expecting the global DRAM market to increase 25% this year." ============================ He remains optimistic about the near future of the DRAM market, predicting a revenue peak of $43bn (£27bn) in 2001, although this will be followed by another price crash in 2002.