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

To: Estephen who wrote (61178)11/14/2000 11:16:02 AM
From: gnuman  Read Replies (1) | Respond to of 93625
 
Estephen: re: Samsung RDRAM share projections.

The company also predicted that worldwide sales of Rambus DRAMs will grow 132% annually from $1.7 billion in 2000 to around $9.2 billion by 2002. The total DRAM market is expected to reach $31 billion in 2000 and grow to $43 billion by 2002, according to a new forecast released by the Semiconductor Industry Association (SIA).

Samsung is saying that RDRAM will have 5.5% share of the DRAM market this year, growing to 21% share in 2002.

It looks like Semico hit the number for 2000. IDC and Dataquest are way off. (I give a lot more credibility to Samsung).



To: Estephen who wrote (61178)11/14/2000 11:20:55 AM
From: Jdaasoc  Read Replies (1) | Respond to of 93625
 
Estephen:
the 0.17-micron process will improve speed grades of memories by more than 30%, enabling 1-GHz RDRAMs, according to Samsung.
Interesting that Samsung didn't comment on DDR plans. It looks like unbuffered DDR's would have a hard time boosting speed beyond 266 MHz under 0.17 micron process.

john


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