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

To: Scumbria who wrote (47578)	7/20/2000 12:20:38 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Scumbria, The consensus is that they are on an asymptote with a limit at +50%. Not sure whose consensus you're talking about. Or with respect to which product. Long term, RDRAM competes with DDR, not SDRAM. In post #47517, Samsung says that RDRAM will be within 5% of DDR by 2002 (and that DDR will be exclusively for servers and that RDRAM will be 50%+ of the DRAM market). Rambus executives are saying the price will be within about 25% of SDRAM (from the annual meeting; I think they just revised that number to get them even closer). As for the embedded market, I could be wrong (it's happened before <G>) but I don't see that as a market for either DDR or RDRAM for a quite a long time. My Visor doesn't need DDR or RDRAM. Neither does my cell phone. Nor my car. Maybe I'm wrong, but except for the graphics applications (maybe hard drives as well, but a friend who used to be the memory interface designer for one of the big 2 HDD companies was the one who told me about RDRAM and said that they'd use it instead of DDR), neither one is probably necessary. The good news, of course, is that most of the market size estimates we've been kicking around are for the traditional DRAM chip market, not embedded memory. Dave