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

To: unclewest who wrote (12773)	1/10/1999 4:24:00 PM
From: Alan Hume	Read Replies (2) \| Respond to of 93625

Hi Uncle, in the past 3 days I am reading several mixed signals. You have a lot of data stored away there, here's the question: I've read recently that RMBS demand will be 90kk RDRAMs in 99 200KK RDRAM's in 99 250kk RDRAM's in 99 5% share in all boxes in 99 Now I chose to have faith in the last statement, becz it comes from RMBS themselves. However my question is HOW MANY IS 5%? I can't answer the question as I do not know how many RDRAM's will be required in the average box. My current box has 4x4 EDORAM, i.e. 16 IC's. But what will be standard kit in the future box, and how many IC's will it add up to If we could answer this question, we may be able to form a far better base for our projections. But as it is right now we are just playing lucky numbers Alan