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

To: jim kelley who wrote (39213)	4/4/2000 4:56:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

jim, Quite an article... At the moment, Rambus is moving much faster than DDR. The worldwide monthly demand for DDR seems to be as little as one million, while Rambus demand has already surpassed 10 million as of March, Ilung said. DDR use is reserved for high-end servers, said Ilung, but these servers' chips account for only 8 percent of the total DRAM market. Meaning, even if DDR devours all of the server market, DDR would still walk away with only 8 percent of the world's DRAM market. DDR also lags behind Rambus in terms of infrastructure, he added. For instance, the availability of DDR chipsets is limited compared to that of the Camino chipset from Intel Corp. Cahner's has really done a 180, if I'm not mistaken. They used to only publish very negative stuff about RDRAM. Nice turn-around. At least they're neutral now (I didn't clip the negative stuff <G>). Dave