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

To: Tenchusatsu who wrote (30322)	9/23/1999 11:05:00 PM
From: Dan3	Respond to of 93625

Re: don't know where you get the idea that Intel has only half of the chipset market.... I'm sorry, Tenchusatsu, I was wrong on that one and you are right - theregister.co.uk shows Intel at 73% (though these numbers most likely precede the BX/ZX shortage). The other 3 are aggressively going after this market though, and Intel seems to have moved towards treating it more like memory (a low margin commodity which isn't worth Intel's trouble). Nevertheless, it looks like non intel chipsets will be no more a third of the market for Q4, and may not make that. And that would have made something of a difference in the numbers if not the logic and general conclusions. So going from 20% to 5% of, say, 70% of the market instead of 50% has possible users of Rambus going from 14% units to 3.5% units and 28% market to 7% of the market - which does look more in line with rambus's possible production for the next few quarters. If 90% of the rambus capable boards are fitted with Rambus, it will be 6.3% of the market at some point next year - a figure some analysts have predicted. If Rambus does well, I'm sure that production of rambus capable chipsets could be increased very quickly, (of course, it could be slowed just as quickly) By drastically reducing the number of boards competing for the available Rambus, prices will be kept lower. This should help rambus avoid developing a reputation for ridiculously high prices, but will also leave the market open for VC, DDR, PC133 and PC166 to become well established. Regards, Dan