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

To: Dan3 who wrote (62190)	12/2/2000 8:23:42 AM
From: gnuman	Respond to of 93625

Samsung RDRAM production extrapolated to W/W ships. By contrast, Hans-Dieter Mackowiak, senior vice president of sales and marketing at Samsung Semiconductor Inc., San Jose, estimated that Samsung has 80 percent of the global market for Rambus memory, which accounts for about 8 percent of Samsung's total DRAM bit production. Message 14888999 That's interesting. With Samsung at ~22% W/W DRAM share, look's like RDRAM is currently running about 2.2% share of W/W DRAM bits. (.08 X 0.22) / 0.80 = 0.022. Guessing a price multiple of 3X, RDRAM is currently at a run rate of about 7% W/W DRAM revenues. JMHO's