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

To: Daniel Schuh who wrote (57057)	10/8/2000 12:38:01 PM
From: sylvester80	Read Replies (1) \| Respond to of 93625

Daniel, I guess you missed my point. 75% of all PC workstations back in Q2 when the MTH had just disappeared (so we are in the 90+% category now), about 2 million 820s including the 1 million CC820 MTH ones that got converted to VC820, the 7 million PS2s by end of the year (10 million by end of Feb 2001), and however many P4s sell this Q, add up to a lot more than 1% (IMO, 5-7% will be more like it) and a hell of a lot more than DDR will ever see. Given all the numbers above, RDRAM is alive and well and with a very bright, granular and scalable future, while DDR has been dead dead dead. I know you must worry a lot about the P4 and the recent huge Navy contract for Dell (are you an AMDroid?). But don't worry. It will be painless. ;-)