Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 90.84

+3.1%

9:43 AM EST

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To: Estephen who wrote (35590)	12/7/1999 8:20:00 AM
From: gnuman	Read Replies (2) of 93625

Estephen, Re: Samsung to ramp to 2M DRDRAM in Feb. Sounds impressive, but it's just a pimple in the DRAM market. Won't the PC industry alone require at least 1 Billion DRAM's next year? (Excluding graphics). When Samsung talks percentages they're speaking of revenues, not units. Prices have to come down quickly to impact Y2000. While the price insensitive early adapters may clamor for these systems, historically that segment dry's up soon after product intro. JMHO's.

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