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

To: mishedlo who wrote (42162)	5/13/2000 11:38:00 AM
From: gnuman	Read Replies (2) \| Respond to of 93625

A bullish position, (for me :-)), on Rambus. Looking at CY2000 Rambus shipments through Sony and Dell. Sony is projecting 11 million PSX2's through their fiscal year ending March 31, 2001. Assuming a top of 7 million units in CY 2000, I get 14 million 32 MB chips. (Seem's reasonable that at least 4 million PSX2's will ship W/W in Q1'00. That's less than 500K units/month/region). If Dell doubles W/S ships this year to 500Kunits, (based on the 1999 IDC report), and assuming an average of 12 chips per system, I get ~ 6 million chips. (Note: this also assumes all Dell W/S's shipped this year are Rambus based). Dell's servers and notebooks are SDRAM based. Assuming Dell ships ~ 5 million desktop's in the second half, (from my previous WAG), and assuming they can ship 25% of those systems as Rambus, (and again averaging 12 chips per system), I get 15 million chips. (I think I'm being generous, considering Dell will probably ship a total of 14 Munits of all systems in CY2000). Throw in a couple million more for 1H, and my WAG between Sony and Dell is 37 million chips. IMO, the other 63 M of forecast needs to come from the other box makers. Feel free to shoot this down. JMHO's

To: mishedlo who wrote (42162)	5/13/2000 12:18:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 93625

mishedlo, No DDR in Thunderbird! I think you are missing the point here. If you continued reading you would have found this: at the launch of the Thunderbird which will be in about 3 weeks. There are several chipsets on the at various stages of readiness that will support DDR: AMD's 760 and 770 chipsets, Via chipsets starting from KX-266, Micron's Samurai and API chipsets. The only company that for now will stay with SDR DRAM is SiS. FYI, none of these companies have announced RDRAM chipsets. Via will have a DDR based chipset for the Intel processors as well. Here is some info on Via's plans: aceshardware.com Joe