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 (25987)	7/30/1999 9:45:00 AM
From: Burgoo	Read Replies (1) \| Respond to of 93625

What's going on this morning? The bus ain't runnin' too good.

To: unclewest who wrote (25987)	7/30/1999 10:02:00 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

uncle, I don't recall ever seeing this posted in March? skali2.com NEC Launches 128MB Rambus DRAM by: Martyn Williams from Newsbytes TOKYO, JAPAN, 15 MAC, 1999 (NB) - NEC Corp. [TOKYO:6701] has announced the commercial availability of a 128 megabit Direct Rambus DRAM becoming the first computer memory maker to debut such a device. The new chip, which operates at 800 megahertz and offers 1.6 gigabytes per second of peak bandwidth, will be offered as a single package and built into a 184-pin, 128 megabyte Rambus inline memory module (RIMM). It will be available in volume quantities from July this year and production is scheduled to hit 3 million units per month by the end of 1999. Backed by Intel Corp. [NASDAQ:INTC], the chips are based on proprietary technology by Rambus Inc. [NASDAQ:RMBS]. Use of Rambus DRAM chips is expected to take off this year with, on a bit-basis, output of Rambus chips making up around 9 percent of all DRAM output by the end of this year. This figure is expected to climb to 50 percent in 2001.

To: unclewest who wrote (25987)	7/30/1999 10:13:00 AM
From: Zeev Hed	Respond to of 93625

uncle, my figure is a WAG, but I doubt that DQ guess is more than a WAG as well. The way I get my figure I assume doubling of chip shipped in two years, but price declining another 20% per year (which is slower than the normal 30% per year historical declining rate), and I am using a base of 1999 of between $20 Billions to $24 Billions, thus getting roughly (WAG) $30 to $35 Billions in DRAM shipment in 2001. Zeev

To: unclewest who wrote (25987)	7/30/1999 10:15:00 AM
From: MileHigh	Respond to of 93625

uncle, How about this one I have posted for the 7th time. LOL! A price crash in '02 from $43B might be less 30% of that number, so '02 could be $30B or so..... To: +unclewest (23257 ) From: +MileHigh Tuesday, Jun 22 1999 9:29AM ET Reply # of 25990 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.