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

To: jim kelley who wrote (54874)	9/23/2000 9:55:38 PM
From: mishedlo	Read Replies (2) \| Respond to of 93625

Re: RMBS has 10% of the market CNBC by: ptnewell 9/23/00 11:44 am Msg: 163697 of 163698 RDRAM should be about 5-8% of the market for the year. On a monthly basis we are close to 10%, after a very slow start. Rambus currently probably does have only about 1% of the desktop market (probably even falling). The i820 isn't a very good chip set and has flopped. But the i840 chipset for work stations is a sold hit, and Rambus now has 2/3 to 3/4 of that market.(Wonder why you never see benchmarks for the i840 from DDR lovers? Because the i840 is a hit). RDRAM has the overwhelming majority of the game console market. RDRAM has the HDTV market. RDRAM has the great majority if the fiber optic storage area network market (Brocade). RDRAM has a toehold in the communications market. Altogether, Samsung alone says RDRAM is currently more than 20% of their market, rising rapidly as the Pentium4 approaches. Since Samsung has about 24% of the total market, obviously from Samsung alone (excluding NEC and Toshiba) RDRAM is about 5% of the current market. It all depends on how you count. 10% RDRAM seems quite reasonable for the total DRAM this month (but not this year). Anyway, with the arrival of the Pentium4, the desktop percentage is also about to explode.