Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.36

-9.6%

3:59 PM EST

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To: Dave B who wrote (29585)	9/15/1999 1:26:00 PM
From: Richard Habib	Read Replies (1) of 93625

Dave, there is obviously a news disconnect as far as we are concerned. Samsung and others are apparently making DDR. Obviously, they have some sort of order pipeline or they wouldn't be making them. Samsung seems to indicate in John's post that the hi end will be split between DDR and RDRAM. If they didn't have info regarding possible customers, I'm not sure what their motivation would have been for saying this. The question is when we will see the announcement. AMD is an obvious one, perhaps Apple. Rich

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