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

To: Bilow who wrote (48660)	8/1/2000 10:11:06 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; Get this: According to Cahners In-Stat, 120 million units of 128Mbyte Rambus DRAM were shipped in the first quarter of this year, accounting for less than 10 percent of the DRAM market. Cahners In-Stat forecasts about 300 million units in the third quarter and 375 million units in the fourth quarter of this year. electronicnews.com This is total sales of about 1000 million "units" for 2000. How much is a unit? Even at $2 per megabyte, a 128MByte RIMM goes for $256. This gives total RDRAM sales of $256 billion for the year. This seems high to me. Anyone else have any comments, estimates, or c.? -- Carl

To: Bilow who wrote (48660)	8/1/2000 10:21:36 PM
From: SBHX	Read Replies (1) \| Respond to of 93625

Carl, I think there's a mistake in that article. 120 million 128MByte rambus modules shipped each quarter makes 480M/yr. If that figure is < 10% of total dram shipped, that means there's 5B memory modules shipped total, or almost 1 for every single person in the world. I know this is not true as I walked through many parts of Thailand, Malaysia and Indonesia recently, in a usually unsuccessful search for a PC with an internet connection so I can get on SI. Given that roughly (I'm guessing here) 140M PCs ship 1999, that 120m number is suspect. And the 300M later in a quarter is even more flaky. According to Cahners In-Stat, 120 million units of 128Mbyte Rambus DRAM were shipped in the first quarter of this year, accounting for less than 10 percent of the DRAM market. Cahners In-Stat forecasts about 300 million units in the third quarter and 375 million units in the fourth quarter of this year. SbH - he who sits on the fence gets ignored or pelted with eggs. - I prefer mine scrambled and well done please.

To: Bilow who wrote (48660)	8/2/2000 1:55:05 AM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Bilow, Rambus is always talking about high bandwidth memory use due to lots of applications running simultaneously. This argument is largely bogus. If running two applications in parallel thrashes the cache and causes lots of DRAM accesses, it would be far more efficient to run the applications serially. The total time required will be much less by running the apps one at a time. This is not possible for servers, but on the desktop is quite manageable. Scumbria

To: Bilow who wrote (48660)	8/2/2000 12:22:55 PM
From: wily	Respond to of 93625

Carl, In order to assure a CAS type latency for all accesses, the SRAM attached to a DRAM would have to be the size of the DRAM. For every access that misses the SRAM, it is going to have that RAS latency. All the various schemes do is decrease the probability of the event. Thanks, that's the type of info I was looking for. wily