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Re: Snackman post# 19962

Saturday, 11/22/2003 9:45:05 AM

Saturday, November 22, 2003 9:45:05 AM

Post# of 249465
Snackman, better to err on the conservative side, but 10M TPMs by the end of 2004?...that's a slam dunk! IBM recently reported 6M so far and remember the IBM guy in some article that estimated 8M IBM by the end of 2003...that's all just Atmel. There's Infineon and NSM as well. And looks like Dell will begin with 1.2's due sometime in 2004.

No, 10M TPMs by the end of 2004 is low...way low.
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