Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

3:59 PM EST

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To: Dan3 who wrote (28043)	8/29/1999 10:03:00 PM
From: unclewest	Read Replies (1) of 93625

Re: surely you don't really think intel, dell, ibm, cpq, samsung, sony and toshiba..... I think they made that decision 3 years ago when they thought DRDRAM would be available 1 year ago and wouldn't cost half again as much as SDRAM dan, meant to address this at the end of my last response... you do not have the timetable quite right...the big decisions have all been made this year...examples... intel invests $100 million in samsung for rdram production.(jan) samsung invests $100's of millions in rdram production. last year and this year. and another big announcement last week. intel invests $500 million in micron for rdram production.(jan) sony and toshiba joint venture with $1 billion to produce rdram.(this year) hyundai and lg semi invest $100's of millions each to produce rdram.(this year) ibm announces intent to produce and use rdram.(june) dell and cpq leak rdram enabled puters coming in sept.(2 weeks ago) rambus announces chipkill and says server chipset to sample this year.(2 weeks ago) sony announces playstation II to switch rambus.(6-8 weeks ago) shall i continue? i have been keeping up with the current news. what happened 3 years ago that i missed...that is relevant?

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