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

To: Bilow who wrote (77504)	8/15/2001 8:19:23 PM
From: Win Smith	Read Replies (1) \| Respond to of 93625

Funny thing about those figures, Carl. It makes me wonder if Intel hasn't put out the word to expect the DDR 845 sooner rather than later.

To: Bilow who wrote (77504)	8/15/2001 8:22:38 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Oops, did you make a mistake? As for why I didn't spin your earlier numbers, maybe I was waiting to see if you'd post the corrected numbers and fix your error! LOL! Thanks for the correction.

To: Bilow who wrote (77504)	8/16/2001 5:47:39 AM
From: Steve Lee	Read Replies (1) \| Respond to of 93625

Bilow, I followed your Samsung link but couldn't see where they stated they had or planned to cut RDRAM production. Did you post the wrong link?

To: Bilow who wrote (77504)	8/16/2001 10:15:03 PM
From: JD_Canuck	Respond to of 93625

Mr Bilow: Whose market share of DDR do you think Samsung expects to pick up? Were there some indications of DDR reductions from other manufacturers? I would certainly expect there to be, and recent reports have indicated some suppliers are taking steps to reduce. Good for Samsung, they certainly made the right decision to produce profitable memory types. The midpoint of their percentage range indicates they are expecting to pick up an additional 1% of their production...perhaps 7% of the total DDR production.

To: Bilow who wrote (77504)	8/17/2001 8:32:56 PM
From: Steve Lee	Read Replies (1) \| Respond to of 93625

Bilow, here is a post from you that linked to an article stating: "Samsung expects its Direct Rambus DRAM production still to make up 25 percent of its sales; DDR DRAM will now represent 20 percent of its total production; and 55 percent of the company's output will be synchronous single-rate SDRAM": Message 16222775 If you add that 25%, 20% and 55%, you get 100%. But the article interchangeably used the terms "sales", "production" and "output". Looks to me like RDRAM is 25% of Samsung's sales for the whole year. From that same article: "Samsung recorded a market share of over 40 percent in worldwide DDR sales for the first half of 2001, according to its own estimates. In dollar sales, however, "Direct Rambus is expected to have a greater than 5-to-1 ratio over DDR (sales)," Hughes said." Read carefully, the article says the 5-1 ratio is for the first half of 2001. You are assuming in your calculations it means the entire year of 2001. This is where your mistake lies becos RDRAM costs a lot more hisorically that it does now. Before you go BWAHAHAHAHAing all over yourself, do a bit of simple maths. I thought you had made a mistake and asked how you had arrived at your calculations. Your rabid gloating got in the way of your calculations and you have made yourself look fairly foolish. Remember the simple rule in future that the sum of percentages should add up to 100 and you should be able to make better assumptions.