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

To: gnuman who wrote (42418)	5/17/2000 9:03:00 AM
From: Joe NYC	Respond to of 93625

Gene, Does it lean toward 4 million VC820's with 1 RIMM, or 2 million VC820's with two RIMM's? (I'm assuming the 840 sales are a low percentage). Are there 2 - 4 million VC820's available this half? Or is RIMM inventory building? How many VC820's must be diverted for the CC820 recall? As I came across this link, as I was looking for something else yesterday: techweb.com Since rolling out the platform in November following a series of technical delays, Intel has shipped fewer than 500,000 motherboards populated by the 820 chipset and Direct RDRAM, according to industry estimates... As it stands, the total number of Rambus-enabled motherboards shipped so far represents only about 1% of the 40 million boards shipped in the first quarter... ... Various industry estimates project that motherboards with the MTH/SDRAM combination have accounted for between two-thirds and three-quarters of all 820 boards shipped, meaning that somewhere between 330,000 and 500,000 boards have shipped with both the 820 chipset and Direct RDRAM... ...According to preliminary data from an upcoming DRAM global market survey from Sherry Garber, an analyst at Semico Research Corp., Phoenix, total Direct RDRAM shipments in the first four months of this year amounted to 2 million units... Joe