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To: Mike Buckley who wrote (42787)	5/18/2001 9:21:45 AM
From: substancep	Respond to of 54805

Strictly speaking, RDRAM is still pre-tornado. We need to see those 200 million units booked. I believe INTC is launching the P4 faster than any other processor in its history and it seems they have bet the farm on RDRAM. Sure they could pull the rug out from RDRAM and switch to DDR or SDRAM but that would be insane. The company would be toast IMHO. We still need to see the units shipped. 2 more quarters. My vote: pre-tornado. P

To: Mike Buckley who wrote (42787)	5/18/2001 12:24:42 PM
From: Pirah Naman	Respond to of 54805

I agree with substancep. A tornado is not projections; it is actual sales. I also agree with substancep that a couple of quarters are necessary. Otherwise, every new product would "tornado" at first, and no such "tornado" would be of special significance. - Pirah

To: Mike Buckley who wrote (42787)	5/18/2001 4:32:32 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Is there a tornado blowing with Rambus?... Hey, weren't you listening when you asked me to update the thread on this back in mid-April? <g> *"That's a 70-80% gain in half a year, which when annualized is tornado territory."* Message 15665976 Similar to Qcom and CDMA, as you determined afterwards, the tornado is usually underway well before objective documentation can be confirmed. I think the same applies here....especially here, since revenues lag by a full quarter. So the sales reported in April originated from the Oct-Dec qtr, 2000. Apollo