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

To: Gary Wisdom who wrote (9642)	11/14/1998 9:51:00 PM
From: MileHigh	Respond to of 93625

Gary, Here is a snip from past eetimes article... Semico Research has cast a dim light on volume projections, estimating that vendors are equipped to produce a mere 33 million Direct RDRAM ICs in 1999. High-end processors from Intel alone will require between 170 million and 200 million DRAM units, said Sherry Garber, analyst at Semico Research. "You can't get there from here." An Intel spokesman said the company does not disclose CPU production estimates or related DRAM use. Rambus countered with its own survey, which revealed a supplier base capable of making 100 million to 200 million units. Dataquest projects that Direct RDRAM will account for 2 percent to 5 percent of next year's DRAM market, or 66 million to 165 million chips. MileHigh