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

To: blake_paterson who wrote (41237)5/2/2000 10:27:00 AM
From: Dave B  Read Replies (1) | Respond to of 93625
 
Blake,

I found these two paragraphs very interesting:

This year, Rambus will comprise around 50% of the 128 Mbit production at Samsung and Hyundai, according to Jeon Woo-Jong, an analyst with Dongwon Securities in Seoul. But synchronous will represent 90% of the companies' 64 Mbit DRAM production, he adds, because of the small price premium for Rambus at that level.

Demand for DDR will be limited to high-end servers, says Kim at Samsung. "Even if we assume that DDR devours all of the server market, DDR will take only 8% of the world's total market," he says.

Good find tech_future and thanks for reposting it, blake.

Dave



To: blake_paterson who wrote (41237)5/2/2000 10:34:00 AM
From: Dave B  Read Replies (1) | Respond to of 93625
 
Blake,

I missed this line at the end of the article before:

Meanwhile, the prospects for Rambus appear to be good, according to analyst Cullen. "We see RDRAM at about 10% of the market this year and 45% in 2002."

Dave


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