Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gnuman who wrote (54413)	9/21/2000 11:09:51 AM
From: chic_hearne	Read Replies (1) \| Respond to of 93625

Re: Samsung alone should be able to support that. And with Rambus' admission that the i820 isn't successful, there should be plenty of product. I also think that Intel will have purchased sufficient quantities to support the launch.... ....Intel is not going to allow RDRAM availability to hinder the launch. Gene, You're contradicting yourself here. Why is Intel giving a rebate then? Doesn't it sound like DRDRAM is already hindering the launch? I'm speaking of volume though, not just the launch. McComas said that P4 would likely ship 2 million units in 1H 2001. This is 1 million a quarter which represents far less than 5% of Intel's total shipments. I don't think there's going to be enough DRDRAM to supply any more than 5% of the market, at best. Therefore, until P4 has an alternative memory, we won't see volume. The launch of 200,000 units will be fine, but 9 months from now there still will be no volume. chic