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

To: gnuman who wrote (42158)	5/13/2000 2:34:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Gene, I may have missed something obvious, so fire away. <g>. Nothing much I think I can target at. Just one line that I can add to... ~$1B for storage and services. I think (really on shaky ground on this one) that I saw a post on the Dell board that said that storage products had exceeded $1B for the first time. So Storage and Services would be >$1B which would make Desktops even smaller. And I agree that Desktops as a % of revenues is shrinking, but units should still be increasing (their share is growing and the market is still growing) and revenues should be increasing as well (just not as fast as their new product lines). I did, however, receive a PM from someone that quoted the following data for Dell... Last year there were 417 K units of enterprise products, 9.2 M desktop products and 2.2 M units of notebook products for a total of 11.8 M units. The numbers come from Dataquest and IDC as well as Prudential's Kimberly Alexy. This year you can expect Desktop-----13.4 M Enterprise--.7 M Laptop------3.4M Grand Total--17.5 M units I believe Enterprise would include servers and storage. Not sure where workstations fall in this split, but since it appears to be a fairly low unit number (relative to 13.4M) we can probably ignore it (since these are all WAGs anyway <g>). This doesn't really solve anything since the last thing to estimate is % of desktops going out with RDRAM, and that comes down to whether you're an optimist or not <G>. Have a great weekend. Dave