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

To: Scumbria who wrote (74970)	6/26/2001 6:34:54 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Scumbria: I thought the Infineon case was over. Apparently it is still kicking even if it is on last legs. rambusite.com. Read pg 35 for conclusion. Why is RMBS and Infineon presenting new testimony. john

To: Scumbria who wrote (74970)	6/26/2001 10:16:09 PM
From: wily	Read Replies (1) \| Respond to of 93625

Scumbria, Conveniently, the Rambus website has some recent pdf's from Samsung and Toshiba showing their ideas of what the DRAM market will look like over the next several years. I took the liberty of converting some of their bar charts into numbers and calculated the percentages. Here's the link to the Rambus Developer Forum page: rambus.com Here's what I came up with from the pdf's: frontiernet.net Toshiba says 15% of DRAM units shipped for PC's in 2001 will be RDRAM, 30% in 2002, and this will grow to 65% in 2005. Toshiba's and Samsung's numbers for RDRAM as a percentage of the total DRAM market for the years 2000-2003 are almost identical. Looks to me like RDRAM reality will be somewhere in between yours and Carl's view. If Intel really wanted to get away from RDRAM, I think they would have designed a dual-channel DDR chipset. The one they are coming out with will be used for servers, and will be a hedge against RDRAM prices staying too high and limiting P4 sales. wily