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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.88+2.7%3:59 PM EST

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To: Dave B who wrote (26348)8/4/1999 5:47:00 AM
From: unclewest  Read Replies (1) of 93625
 
toshiba spent $1 billion this year to build an rdram production facility...now they are getting high product demand. interesting and good for toshiba, i read that sony is taking the bulk of their 600mhz rambus parts for pII. the rest at 800 go straight to the pc and workstation market. toshiba must be quite anxious to get coppermine for their laptops.
unclewest

Tokyo, Aug. 4 (Bloomberg) -- Toshiba Corp., the world's
largest maker of laptop computers, said it will increase
production of dynamic random access memory (DRAM) chips to keep
up with brisk personal computer sales.
The company said it will increase monthly production by more
than 40 percent by March 2000, from this past March.
Toshiba said it will triple production of 128 megabit chips
to 6 million a month, while cutting by two-thirds production of
less powerful 64 megabit chips to 2 million units. The company
plans to produce 1 million 256 megabit chips a month by March.
''PC sales are pretty good and we want to keep our DRAM
market share of 10 percent intact,'' said Kenichi Sugiyama, a
company spokesman.
Japanese personal computer sales rose at a record pace in
the April-June quarter, the Nihon Keizai newspaper said in a
survey of computer makers. Sales were up 40 percent from the same
quarter last year, reaching 2 million units.
Toshiba shares fell 37 yen, or 3.8 percent, to 928. The
shares have gained 38 percent since the beginning of the year.

Below is a list of monthly production rate figures, in
millions, estimated for September 1999 and March 2000 as well as
the production rate as of last March.

                          March 1999    Sep 1999     March 2000
64 megabit 6.0 5.0 2.0
128 megabit 2.0 3.0 6.0
256 megabit 1.0
128/144 megabit (Rambus) 1.5 2.5
----------------------------------------------------------------
Total 10.0 14.0 23.0
(in units of 64 megabits)
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