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

To: sylvester80 who wrote (54834)	9/23/2000 4:06:10 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Syl80, The number you used for workstations was not 1st half but only for Q2 of the 1st half. Interesting, since I said in 1H ~470Ku were WS/RDRAM and you say in 1H 298Ku. (I used the original IDC numbers). What neither of us know is the breakdown of i820/i840 in DELL's WS's. I suspect it's heavily weighted to the dual channel i840. Regarding the MTH debacle. I seriously doubt that Intel replaces 1 million MTH/SDRAM mobo's with RDRAM mobo's. More likely, most of those that didn't experience problems kept them, and those that wanted replacements get 440BX or i815 products. (BTW, even Rambus has admitted the i820 is doing poorly). As for the i820E, the the Taiwan mobo makers and major's like DELL have said they have little interest in designing new products around it. DELL said their current i820 boards already provide the additional features of the i280E. If, as you state, millions of i820's shipped YTD, we're looking at 10's of millions of RDRAM's for the i820. I don't think even you believe that. Especially considering that 1H RDRAM shipments were ~10 million units total. And don't forget the non Samsung product was probably a lot of Toshiba for PSX2. JMHO's

To: sylvester80 who wrote (54834)	9/23/2000 4:23:14 PM
From: jim kelley	Respond to of 93625

Sylvester, About 410K workstations shipped in Q1 and about 400K in Q2-00. That yields about 150 K Rdram workstations in Q1 and 300K workstations in Q2-00. The workstations mostly have at least 256 MB of memory. So figure about 16 rdam X 450 K = 7.2 M rdram chips in workstations. The workstations have 840 Motherboards. Then you have to add in the 820 shipments that were done in the Dimemsion and Optiplex lines from DELL and the Pavillion line from HWP. THen there is IBM, etc. Then you get to add in the PS-II shipments. :)