Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.21

-1.4%

2:27 PM EST

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To: Dave B who wrote (28814)	9/11/1999 4:50:00 PM
From: Jdaasoc	Read Replies (1) of 93625

Dave: Let's get back to RMBS earnings musings. I have enough of silicon "NAP" time discussions to make me refreshed again. in your post you say "I said that Samsung's market share would be closer to their actual market share of 20% (although I even gave them the benefit of the doubt a little and said 33%). " I think you deserve an award for hitting Samsung market share on the head because in link: semibiznews.com ... "Being the first to mass-produce the device, the company expects to capture at least 60% of the world market for the high-speed devices. Samsung Electronics officials expect sales of the second-generation RDRAM to reach $250 million this year. Next year, when other DRAM vendors enter the market, Samsung still plans to hold at least 35% of the market and to achieve sales in excess of $2-to-$3 billion." You also state the RDRAM sales could be $10 billion in 2000. Samsung's statements puts the range between $2 billion of Samsung is only vendor producing RDRAM and $9 billion if they only have 35% share while producing $3 billion in RDRAM. Starting to believe those people buying @ 90 are those who are going longer than those who are covering a short position. There is not enough incentive for a short opened @ 92-93 to cover at 90. That is why they are getting a little hot under collar. john

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