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

To: blake_paterson who wrote (48180)7/28/2000 12:43:16 PM
From: Bilow  Respond to of 93625
 
Hi blake paterson; She predicted 10% DDR memory production for 2000. Actual production is going to run around 5% or so. This is considerably greater than RDRAM production.

-- Carl



To: blake_paterson who wrote (48180)7/28/2000 8:50:11 PM
From: Dan3  Read Replies (3) | Respond to of 93625
 
Re: Didn't Sherry-baby predict 10% DDR desktop penetration for 2000? Wha' happen'?

Yeah, and she predicted 6-7% for Rambus. Right now it looks like 1% for Rambus and 2-4% for DDR.

What market share were you expecting for Rambus to hold this year? Are you happy with the way it's turned out?

Dan


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