Rambus (RMBS)

[cordob]

MU conference presentation:

posted this at TMF, also link to audio on my site.

http://boards.fool.com/Message.asp?mid=21711867&sort=whole

the audio link is:
http://www.chipstocks.net/mu/csfb041202.mp3
(2.7 MB, about 25 minutes)

Elixe, you may be interested in some mkt numbers in that, in my transcript, snip:
The average memory per cellphone is about 1.5 Mbyte this year.
Is supposed [according to industry analysts] to go up to 15 Mbytes per phone in the 2nd half of 2005; this amounts to about 15% of total dram consumed in 05H2, up from about 2% today.
(the 15% corresponds to about 30-35% penetration of phones which have some kind of memory in them; memory per phone ranges from 32 MB to 92 MB)

Most aggressve estimates say 25% of dram will be consumed in cellphones.

...

Q. about penetration of memory in HDTV. Huge range of estimates. They see a memory capacity NOW of about 58 MB per HDTV
External studies show 4M to 15M sets sold. [this is not a lot of memory, as yet]

the [ ] brackets are my comments; this is a rough transcript for my own use so I can find audio portions quicker and typed as I listen, so bear with me.

Cheers
Cor