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

To: Tenchusatsu who wrote (53380)	9/14/2000 1:16:09 PM
From: jim kelley	Read Replies (2) \| Respond to of 93625

It is difficult to know. The 1.7GHZ yield seems to correspond to other rumors however to the effect that yield is good. It does seem that the potential here is for a lot more than a few 100K units. If the platform is good, Intel could ramp production rapidly and sell all they can make.

To: Tenchusatsu who wrote (53380)	9/14/2000 1:56:48 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

RDRAM presentation/shipments According to the Rambus presentation today, approximately 16 million 128Mb RDRAM's shipped year to date. Forecast is <30 million through 2000, including some 256Mb chips in Q4'00. Through Q3 I would guess that Work Stations and PSX2 consumed most of the 16 million chips. With the ramp of W/S's and PSX2, I'd guess another 8-10 million chips for those systems in Q4'00. The balance appears to support Yu's statement of only "100's of thousands of P4 in Q4'00". JMHO