Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Bilow who wrote (33495)	11/1/1999 4:39:00 AM
From: unclewest	Read Replies (1) of 93625

Note that we still have no rumors of Samsung starting production back up. ...kinda of like last june when we had a totally false rumor that ibm would not use rdram. i do not believe samsung cut production one rdram. Another thing to notice is that Micron seems to be having no trouble signing up American box makers to long term contracts to buy memory. But Micron has been one of the last big memory makers to get into production on RDRAM. So if the box makers think that RDRAM is the inevitable wave of the future, why aren't they signing long term DRAM supply agreements with Samsung, the leader in the field? now that micron is finishing conversions, they have more production capacity than samsung. the estimates i have seen clearly state that micron will blow past samsung next year to the #1 spot. besides most of samsung's production is going to dell. samsung could not take on that much new business.

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