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

To: megazoo who wrote (43680)	6/7/2000 11:02:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi SXB; Worldwide DRAM Unit Shipments for 1999 was 5.471 billion according to Semico. Select the "Volatile Memory Portfolio" category and then click on the "1999 DRAM Market Shares: A Year of Change" link starting here: semico.com This works out to roughly 1.4 billion per quarter. Since there were about 10 million RDRAM chips shipped in the first quarter, this means that their market penetration, in terms of units, was around 0.7%. I don't think as many as 100 million RDRAM will ship this year, but if they did, it would still amount to well under 2% of total DRAM units. By the end of the year, RDRAM will still be very much a niche memory, and DDR will be ramping fast. -- Carl P.S. Was your post another one of those "Rambus stock price is up, so the technology must be good" posts? I noticed that WDR made a 52-week high, but RMBS didn't today. Is that significant?