Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Ian Anderson who wrote (24749)	7/14/1999 6:26:00 PM
From: unclewest	Read Replies (1) of 93625

this is what i have. may lose a few more licensees do to non performance. slow to add engineer personnel. guys that do interviews are too busy. quickest add will be sony pII. no delay expected but always possible. pc133 offers no significant performance gain over sdram 100. they do not consider it a threat. 6 big guys already producing...hyundai, lg semi, nec, samsung, toshiba, infineon. 2 more expected by end of year. marketing laws of semi industry regarding cost reductions as production increases will apply to rdram. 128 and 144 expected by year end with lower cost premiums. goal is to have a complete rdram package +10% over sdram. pixelvision should ship 4th q. expects 800 yield to average 80%. 20% of market may switch to rambus very quickly. rdram is now available to oems. "rdram is miles away from pc133" by 2001 rmbs expects to have over 50% of dram market. (i asked dram market...answer. yes that is what i heard.) lots more info but it is all posted at the rambus website. unclewest

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