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

To: Victor Lazlo who wrote (38136)	3/14/2000 10:02:00 PM
From: CoffeePot	Read Replies (3) \| Respond to of 93625

<Rambus seen eking out just 0.1 percent of the DRAM market in 2004.> Farhad Tabrizi, vice president of strategic marketing and product planning for Hyundai MicroElectronics (San Jose) ebns.com , questioned whether there is room for both DDR and Direct Rambus in the niche markets of high-end systems they both target. Indeed, Semico Research released a projection this week that shows Rambus eking out just 0.1 percent of the DRAM market in 2004. "We believe the mainstream PCs will eventually shift to DDR, but there is no doubt that OEMs do have Rambus on order now," said Sherry Garber, memory analyst for Semico Research. "The projected demand for RDRAM chips this year is 100 million units, but I think the real number will be more like 20 million to 30 million units, which is nothing compared to the entire DRAM market," Tabrizi said. "We expect to see more and more difficulty for RDRAM to penetrate the market as a high-volume product, because the high cost means it can only make sense in high-end PCs. That segment is less than 5 percent of the total market and shrinking." Rambus Inc. (Mountain View, Calif.) demands a licensing fee from manufacturers of RDRAMs, and the technology requires a new manufacturing infrastructure. In addition, RDRAMs currently carry both a die-size penalty and low yields. eocenter.com

To: Victor Lazlo who wrote (38136)	3/14/2000 10:43:00 PM
From: CoffeePot	Read Replies (1) \| Respond to of 93625

How much have things really changed in the past 2 months? The Hyundai VP sure doesn't sound too enthused....this was just a month before Hyundai became an official RDRAM supplier biz.yahoo.com Tabrizi said Hyundai is finding it nearly impossible just to break even on 128-Mbit Rambus DRAMs priced at $50, and that the economics make it hard to imagine a healthy future for the technology. "I can't get the same return on a wafer as I can with PC100 SDRAM, even when Rambus is priced three times higher," he said. "The projected demand for RDRAM chips this year is 100 million units, but I think the real number will be more like 20 million to 30 million units, which is nothing compared to the entire DRAM market," Tabrizi said. "We expect to see more and more difficulty for RDRAM to penetrate the market as a high-volume product, because the high cost means it can only make sense in high-end PCs. That segment is less than 5 percent of the total market and shrinking." eocenter.com