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

To: MileHigh who wrote (29853)	9/18/1999 7:39:00 PM
From: unclewest	Respond to of 93625

mile latest dataquest info...this week is for 2000...27B 2001...43B 2002...63B also predict no down turn until after 2003. reports are available for $2995. call them <ggg> rmbs estimated from various sources to get up to 30% next year...50% in 2001... and 75% in 2002. unclewest

To: MileHigh who wrote (29853)	9/18/1999 8:01:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

Guide me to the "latest" DRAM market forecast. mile, i borrowed this from another thread for you. unclewest - Samsung's RDRAM production will be 50% of its total DRAM production in 3Q00. - Global RDRAM production will be 50% of total DRAM production toward end of 2000. (That is production/shipping figure toward the end of 2000, and not for the entire year's sales) - Global RDRAM sales will be 50% of total DRAM sales in 2001. Here is another Samsung Link, dated September 99, that have similar forcast: Applications that require super-fast memory are increasing rapidly. Thus, RDRAM demand is forecast to represent 30-percent of the entire DRAM market in 2000 and to increase to 50% of all DRAMs sold by 2001. samsung.com