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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 91.82+4.2%11:26 AM EST

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To: Skeeter Bug who wrote (24392)7/9/1999 11:36:00 AM
From: unclewest  Read Replies (1) of 93625
 
ok skeeter! i would like to tackle your last...

guess you aren't familiar with samsung. they took intel's money to develop rdram. they took their OWN money and put it into ddrdram.

there are 15 dram mfrs left from i believe 18. 11 have committed to producing rdram-d. 2 of the 11 accepted financial assistance from intel. the other 9 are spending their own $. the 4 not yet committed to rambus production are expected to fold or announce production soon.
all 15 have purchased licenses to produce rambus memories. did you know for example that sony and toshiba have spent $1 billion dollars this year on a rambus memory production facility?
here is the list.

Fujitsu Ltd.
Hitachi, Ltd.
Hyundai Electronics Industry Co., Ltd.
IBM Microelectronics
LG Semicon Co., Ltd.
Matsushita Electric Industrial Co., Ltd.
Micron Technology, Inc.
Mitsubishi Electric Corporation
NEC Corporation
OKI Electric Industry Co., Ltd.
Samsung Electronics Company, Ltd
Siemens AG
Toshiba Corporation
Vanguard International Semiconductor Corp.
Winbond Electronics Corporation

dell has done excellent selling to the high end. however, their growth is slowing

michael dell announced yesterday that he expects dell sales to triple. dell is rocking today on upgrades due to increased sales.

oh, and yes, micron was going broke and desperate

micron ceo announced a few days ago that rambus rdram-d was the most important and exciting new product they have ever had.

hyundai, lg semi, samsung, infineon and toshiba are in mass production of rambus rdram now. samsung announced early in june that they are producing 5 million rambus modules per month. micron has shipped samples and expects to exceed samsung this year. fujitsu, hitachi, mitsubishi, nec and siemens and ibm have all said they are gearing up to produce rdram-d this year.

where do you get your info? i would like to join tench in asking you to substantiate your arguments with links to verifying information.
unclewest
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