Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.04

+1.8%

Dec 3 3:59 PM EST

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To: wily who wrote (28767)	9/6/1999 9:00:00 PM
From: unclewest	Read Replies (1) of 93625

>>the 4th quarter begins in 3 weeks.<< And it ends in 16 weeks. (i.e., production could start anywhere within that time frame) wily, this news is dated 8/30...are we both wrong? on 8/30, next month is this month. maybe you and kz can help me understand this one <just kidding...i hope you both know that>. does this mean 1.5 million of each of two types each month beginning this month?... this is really going to cause some work for dan...it throws all of his projections off. he was figuring on 1.5 million total for the rest of the year. not that difficult to figure out...according to this we can just multiply dan's estimates by eight and get the picture. unclewest wonder what they mean by major pc makers as customers? help me there too please. 1999/08/30(Mon) 19:21 Samsung Electronics decided to start the mass production of 128M/144M direct rambus DRAM(DR DRAM) next month. The chipmaker plans to release 1.5 million units monthly in the last quarter of the year and extend the monthly production capacity to 3 million units by March, 2000. Samsung revealed it had already secured major PC makers as its customers. According to the plan, Samsung is manufacturing the product on trial at its recently opened 9th production line. source: South Korea Times

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