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

To: Bilow who wrote (42087)	5/12/2000 3:00:00 AM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; Re the EBN article out today on RDRAM production: Intel board recall offers clue to Rambus motherboard penetration As it stands, the total number of Rambus-enabled motherboards so far represents only about 1% of the 40 million boards shipped in the first quarter, according to figures from industry analyst Dean McCarron of Mercury Research Inc., Scottsdale Ariz. Analysts were quick to note that Rambus-enabled motherboards are not expected to gain an appreciable head of steam until the second half of the year, so the slow start did not come as a big surprise. ... According to preliminary data from an upcoming DRAM global market survey from Sherry Garber, an analyst with Semico Research Corp., Phoenix, total Direct RDRAM shipments in the first four months of 2000 amounted to 2 million units.units. ebnonline.com I think that the above estimates are in error because they are ignoring the PS/2 and i840 usage of RDRAM. For instance, Samsung at the beginning of the year was producing 2 million units per month, and that would give a total of 8 million units already. Perhaps Sherry was misquoted (or mispoke), and actually meant to say that a total of 2 million RDRAMs were sold into the standard PC market, as opposed to the workstation and game console market. -- Carl

To: Bilow who wrote (42087)	5/12/2000 5:53:00 AM
From: John Walliker	Read Replies (2) \| Respond to of 93625

Carl, This is my favorite recent post, note that it is completely ignored by proponents of RDRAM: An engineer's tour of an Intel i820 motherboard showing why RDRAM doesn't save costs in the motherboard: #reply-13678896 I ignored it because I find it much more useful to study the original document than to comment on a verbose discussion of it smattered with opinions, some of which I agree with and some of which I do not. John