Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.65

-0.2%

11:22 AM EST

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To: Don Green who wrote (41389)	5/5/2000 2:51:00 PM
From: Dave B	Read Replies (1) of 93625

Re: the NEC news... While the article doesn't say specifically, it seems to me to imply that NEC is talking about 64Mb RDRAM chips when they talk about reducing production (see the first three paragraphs from the article below). If so, Dataquest already said that RDRAM would not appear in any significant volume in 64Mb chips (I think they said 90+% of 64Mb chips would remain SDRAM). Dataquests forecasts for RDRAM "dominance" centered on 128Mb and 256Mb chips. Maybe NEC is just getting the word. As the price of 64Mb (megabit) memory rises, major semiconductor firm NEC has started to put chips on allocation, according to analysts Bear Sterns. And, at the same time, NEC is believed to have now realised it vastly overrestimated the impact of Rambus memory and is taking steps to cut back supply and shift production lines to SDRAM (synchronous memory). Although conventional NEC memory is not yet on allocation, the Japanese firm has raised the contract price of parts to its large PC customers by 25 cents, meaning that 64Mb parts are now likely to cost $6.50. Just a theory. Dave

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