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

To: Dan3 who wrote (27109)	8/15/1999 10:56:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

dan, i recollect that worldwide game sales for 1999 are 36 million. 50% of them have 4mb of rdram. i do not have a link handy. projected worldwide sales for next year is 43 million. 100% of them will have 32mb of rdram. that will be the equivalent of 20 million low end pc's. we should deduct sega from those totals. i believe they have about 5% of the market. i know! just another drop in the bucket. unclewest sony is a pretty conservative company with a huge reputation for quality. did you know sony projects game station sales of over 50 million units in 2003. all of course with rdram inside. i wonder what other sony products will use rdram...hdtv, hd dvd, cameras, laptops, desktop pc's, etc.

To: Dan3 who wrote (27109)	8/15/1999 11:38:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

dan, why do you give more credence to garber's comments than you do to these comments by steve cullen, published after garber's report? unclewest 07/28 08:45 EST Cahners In-Stat Group Predicts Rambus DRAM to be Firmly Established in the PC Market by 2002 SCOTTSDALE, Ariz., Jul 28, 1999 (BUSINESS WIRE via COMTEX) -- Intel'sdecision to base its technology roadmap on Rambus DRAM (RDRAM) has sparked unprecedented controversy among PC OEMs, their semiconductor supply base and related industries. Cahners In-Stat Group, a high-tech market research firm, has completed an extensive report on the future of RDRAM and believes that the technology will capture the leading market share over the next several years. Steve Cullen, principal analyst for Cahners In-Stat Group's DRAM service explains, "Contrary to what other firms are saying, we believe it is not a question of whether Rambus will be successful, but rather when. RDRAM has a significant advantage in bandwidth per pin that helps to satisfy processors' insatiable appetite for data. Rambus will be a major factor in differentiating first-tier DRAM suppliers from the rest of the pack. DRAM suppliers that do not adopt Rambus will see shrinking market share for PC DRAM and suffer overall dropping unit volumes." Cahners In-Stat Group believes RDRAM will capture 60 percent of the PC market due to Intel's marketing and distribution muscle, as well as the technical merits of the solution. However, as detailed in the report, Cahners In-Stat Group considered other scenarios and found RDRAM's PC market share could fluctuate as much as 33 to 73 percent. Rambus DRAM in Personal Computers is written by Steve Cullen, principal analyst with Cahners In-Stat Group's DRAM service, and Scott Hudson, senior analyst with the firm's PC Technology service. The report examines RDRAM and the requirements of the personal computer market. It provides a historical perspective of previous DRAM technologies and offers a current assessment of alternative memory architectures before considering different scenarios under which competing architectures could capture sockets currently forecasted for RDRAM. Cahners In-Stat Group is a high-technology market research firm covering the consumer and convergence, networking, wireless, telecommunications, Internet and semiconductor markets. Headquartered in Newton, Mass., offices are also located in Scottsdale, Ariz. and San Jose, Calif. Cahners In-Stat Group is part of Cahners Business Information, the largest publisher of specialized business publications in the United States, and a division of Reed Elsevier. Visit Cahners In-Stat Group online at cahnersinstat.com. Copyright (C) 1999 Business Wire. All rights reserved.