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


To: Don Green who wrote (54877)9/23/2000 11:08:55 PM
From: Don Green  Respond to of 93625
 
HDTV / Set Top Box Ram usage

Has anyone seen any numbers for potential / expected levels for ram usage in HDTV or Set Top Boxes?

Thanks

Don



To: Don Green who wrote (54877)9/24/2000 12:03:33 AM
From: mishedlo  Read Replies (1) | Respond to of 93625
 
<<Mishedlo> RDRAM has the overwhelming majority of the game console market??? Based on what numbers???
> RDRAM has the HDTV market. A market that presently Barely exists.

> RDRAM has a toehold in the communications market.

Like where??

> Anyway, with the arrival of the Pentium4, the desktop percentage is also about to explode.

Based on what??

That post has no more vality than does Bilow's Dead Dead Dead B.S.>>

First of Don, I copied that post from the FOOL - Thought I mentioned that but perhaps I did not.

Second. You are wrong.
We have yet to see DDR. RDRAM is real and is shipping in production quantities.

What % of the market is Playstation. I honestly do not know the answer but I bet it is STAGGERING! Where is the growth.
Sega or PSII? You have to know the answer!

Communications - I can not answer except to say look at www.rambusite.com and see who is developing what using RDRAM when we STILL HAVE NOT SEEN A PRODUCTION DDR MOBO!

Finally - as Scumbria said - This is no longer nabout RDRAM but about whether or not RMBS has rights to DDR. Short term I said I agree. I can see this point of view - BECAUSE THE MAJORITY OF PEOPLE CAN NOT SEE MORE THAN 6 MONTHS DOWN THE ROAD!!!

The market is saying YES to RMBS for what reason I do not know NOR DO I CARE! BUT IT IS. When RMBS can finish up with INTC down 22% I am damn convinced!