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

To: blake_paterson who wrote (70471)	4/18/2001 2:50:17 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Blake. My RDRAM Model assumptions. After all that badgering I feel obligated to respond. <G> (Still my honest opinions, however). CY2001 13.5M P4 systems total 3.0M P4 non-RDRAM 168M 128Mb equiv. RDRAM's for P4 (Average 16 units 128Mb eq. RDRAM's per system. Includes upgrades. Rationale, most penetration into W/S's and Hi-end). 128Mb eq. price learning curve linear from $18.00 to $12.00. (Factors in 4i and 256Mb). (You need to add PS2). CY2002 30M P4 systems total 16M P4 non-RDRAM 280M 128Mb eq. RDRAM's for P4. (Average 20 units ea. per system including upgrades). 128Mb eq. price learning curve linear from $12.00 to $8.00. (Increase in 256Mb volumes). (You need to add PS2). JMO's