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: Scumbria who wrote (56640)	10/4/2000 6:56:16 PM
From: sylvester80	Read Replies (1) \| Respond to of 93625

Scumbria, I've posted that on servers Intel has gone from DDR only back in Feb 2000 to RDRAM and DDR now and DDR is disappearing fast. And that's only DDR200. And considering that we've even yet to see that, it may end up being DDR000 ;-)

To: Scumbria who wrote (56640)	10/4/2000 11:29:19 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Scumbria; DDoDDRN: Dataquest predicts DDR to grow for at least the next three years: DDR predictions as Percent of total DRAM (Dataquest): 2000 6% 2001 10% 2002 17% 2003 24% dramreview.com Since Dataquest is easily the most praised DRAM forecasting firm on this thread, this should be taken as very strong proof that DDR is not dead. Some quotes from this thread on the subject of the predictive capabilities of Dataquest: There are numerous industry analysts and consultants in the DRAM industry, but historically, the most dependable and accurate forecasts have been provided by Dataquest and In-Stat. #reply-14178845 Aug 8, 2000 "The granddaddy of all of the research companies we've been discussing is Dataquest and here' what they have to say..." #reply-13465694 April 19, 2000 "Nothing else to add, Carl. The premier research firm has spoken." #reply-13465725 April 19, 2000 "As Dataquest said, however, Intel's 100% commitment to RDRAM will drive its price down until it's cheaper than SDRAM (their statement, not mine)." #reply-13466313 April 19, 2000 "Dataquest says that we will:" #reply-13501181 April 26, 2000 "Dataquest talks to everyone." #reply-13501393 April 26, 2000 "That would be a Dataquest-paid professional -- one of the largest, most respected, most connected research houses in the business." #reply-13541512 "Carl, You proclaim to know everything about memory and I'm trying to weigh your inputs against those of the Dataquest analysts Jim Handy and George Iwanyc" #reply-13608265 May 7, 2000 "One more vote supporting the credibility of the analysts from Dataquest." #reply-13613172 May 7, 2000 "Carl, who has little or no interaction with the industry as far as we've seen so far, be considered even remotely credible when compared to the Dataquest analysts..." #reply-13617706 May 7, 2000 "Dataquest analysts Jim Handy (who wrote "The Memory Cache Handbook") and George Iwanyc have said that RDRAM will eventually cost less than SDRAM and that it will reach 75% to 80% market share. Carl believes otherwise, as you've probably seen." #reply-13621682 May 7, 2000 "On the one hand, I have Dataquest analysts who travel the world talking to memory manufacturers, systems designers, et cetera who say that RDRAM will be 75% of the market. On the other hand, we have Carl who says there are no new design wins and that it's dead-dead-dead." #reply-13623121 May 7, 2000 "Jim Handy, DRAM analyst at Dataquest, based in San Jose, Calif., for example, ..." #reply-13635145 May 8, 2000 "My personal belief is that Dataquest has the best handle on the situation ..." #reply-13744752 May 20, 2000 Rambus, too, has quoted Dataquest: "Kanadjian points to projections from research firms Instat and Dataquest that show RDRAM achieving a better than 40 percent share of the memory market by 2002," #reply-13506633 So using Rambus' own favorite memory forecaster, DDR has a future of growing sales for the next 3 years. -- Carl P.S. Thanks to sylvester80 for noticing that the DramReview site had updated their market penetration numbers. I will next post a time analysis of how the Dataquest, Instat, and Semico numbers have changed over the last few years.