Marketers
have some assumptions of that
1.
The refilling products of the America Attack's needs are almost P4. We
heard some of that are coming with Rambus memory since the performance is
better than i845+SDRAM.
2.
The uncertainty of Toshiba's decision makes the speculators rising up
the price.
3.
Samsung reduces the portion of Rambus production since 2H.
4.
Front-store
suggests customers to adapt Rambus for digesting their previous stock instead
of i845+SDRAM. It makes the illusion of Rambus's demand raising up.
5.
Some
marketers think the demand of Rambus is improving due to i845 chipset shortage
previously. Recently i845 is not in shortage status anymore.