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

To: unclewest who wrote (28766)	9/6/1999 8:04:00 AM
From: wily	Read Replies (2) \| Respond to of 93625

uncle, >>does this meet your criteria?<< Yes, that meets my criteria. >>the 4th quarter begins in 3 weeks.<< And it ends in 16 weeks. (i.e., production could start anywhere within that time frame). Samsung Electronics is planning to churn out 128-megabit and 144-megabit Rambus DRAMs in volume, with monthly production projected at 1.5 million chips each. Actually, this is twice what I had been thinking since I don't remember seeing the "each" when I read that the first time. But as far as I know, Samsung is the only one with (relatively) definite plans for volume production. w

To: unclewest who wrote (28766)	9/6/1999 11:13:00 AM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: 3 million chips each in early next year... That's 375,000 Rimms. And that's at close to full capacity for their .18 lines. If the rest of the Industry takes that to 750,000 you're set up for an annual rate of 9 million 128 meg RIMMS. Windows 2000 is calling for 256 meg as the preferred minimum (just right for the 256mbit SDRAMs coming into the market) so expect a significant number (25%?) of the high end PCs (the only candidates for expensive rambus) to require this much RAM. This works out to about 6 or 7% of the market next year - at an absolute best case scenario for rambus. With rambus heading into 2001 at well under 10% of the market, DDR the standard memory for servers, and VC improving latency for SDRAM, don't you expect rambus to just disappear as a bad idea whose time has come and gone? Dan