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

To: Burgoo who wrote (25735)	7/26/1999 2:52:00 PM
From: unclewest	Read Replies (4) \| Respond to of 93625

>> RMBS is going to have a tough time making that 50% penetration next year at that rate. << bu, how well do you think rmbs will do? the absolute highest i have heard for next year so far is 35%. and that is not till the end of the year per morgan stanley. and with that they predict earnings tripling then tripling again. cool! huh? unclewest

To: Burgoo who wrote (25735)	7/26/1999 3:09:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Burgoo, It's now July. If RDRAM appear in consumer PC's in July 2000, we'll have an entire 1/2 of a year (including the holiday season) to build the business. I think we could finish the year with a run rate of 50% of the DRAM market (run rate, not share for the entire year), especially when you remember that higher-end systems use up much more memory than the low-end specials (see the recent post re: memory usage by system). We'll know in 18 months. But what about the good news that Compaq has been trying for a year to get the industry to move RDRAM into the consumer PC? No comment? That really was excellent news. Thanks again for bringing that to our attention. Dave