SI
SI
discoversearch

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: MileHigh who wrote (15209)2/6/1999 4:13:00 PM
From: Zeev Hed  Read Replies (1) | Respond to of 93625
 
Mile, not only it is 75% increase over two years it is 8 to 10 times last year roughly $20 to $25 billions in DRAM shipped. I doubt that by 2002 the whole chip industry will breach the $200 billions level. It could if we assume no additional semi retrenchment between here and there, but I for one, would not be so sanguine about this.

Zeev



To: MileHigh who wrote (15209)2/6/1999 6:09:00 PM
From: unclewest  Respond to of 93625
 
milehigh,
go to cahners in stat .com. the link i use is on my other computer at home.
some limited info available to non-members.
the dram increase projection is due more to volume increases than to price increases.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News