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

To: jim kelley who wrote (42187)	5/14/2000 8:38:00 AM
From: gnuman	Respond to of 93625

Jim, if you want to dig up old poll's, why not use this one? According to a study conducted by Nikkei Market Access, and reported today by Nikkei BP AsiaBizTech, memory makers will ship about 270 million 128MB/144 MB Rambus DRAM chips in 2000, with four companies accounting for 75 percent of production. news.cnet.com In January it was 270 Million, and in March 180 million. What a trend. <g> These old poll's have zero credibility. Maybe the best source for determining reality is the shipment of Intel mobo's for RDRAM? I've seen estimates from the analysts of <500 K units YTD. And in Q4 we'll have to watch the launch of Willamette/Tehema. JMHO's