Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gnuman who wrote (73393)	5/22/2001 12:04:10 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Gene Parrott; By 50%, I mean 50% of the entire memory market for all DRAM of all types. But don't worry about definitions, arguing about them is a waste of my and your time. Re: "Of the ~140M PC's sold next year, what's your estimate of percentage that are DDR?" I'm guessing around 30-35%, but I'm hardly an expert in this. The run rate at the end of the year 2002 should be close to 50%, that's about when I expect DDR to be the mainstream memory according to my definition. I know that this kind of a ramp is way too slow for Rambus longs, their predictions were that RDRAM would be 50% of the market this year as recently as 1999. The primary advantage DDR has over RDRAM is that it is easier to convert an SDRAM line to DDR than it is to convert it to RDRAM. This makes conversion a lot faster, and in fact we've already seen the DDR DIMM prices ramp down to a lower multiple over SDRAM than RDRAM has ever seen. (Here is where I get a silly reply from someone comparing prices of RDRAM in the present with SDRAM in the past, LOL.) -- Carl