Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.53

+0.7%

12:59 PM EST

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To: Don Green who wrote (41389)	5/5/2000 2:59:00 PM
From: Bilow	Read Replies (1) of 93625

Hi Don Green; Re NEC's supposed cutting back on RDRAM... I see no mention of this anywhere but TheRegister, so I have to assume that it is either false or a scoop. If true, it is kind of bad news for Rambus, as it indicates that the memory makers are deliberately keeping RDRAM prices high. This allows them to force the industry to convert over to DDR, even over Intel's objections. (An informal cartel.) By doing this, they get the advantage of being paid back for their RDRAM investments early, and they get to eliminate the Rambus royalties in the future. Some recent articles in trade mags that talk about NEC and RDRAM production: NEC declined to discuss its Direct RDRAM production levels, although Shimakura said the company has the capacity to make one million units a month. techweb.com Rambus uses stock to spark production of Direct Rambus DRAMs Rambus Inc. recently announced that it has offered stock warrants to NEC Corp. as thanks for meeting production goals. ... Currently, NEC is producing some 200,000 to 300,000 RDRAMs a month, which is below the 1 million target it had originally expected to be making by this time. By comparison, NEC is making 10 million 64-Mbit SDRAMs and 5 million 128-Mbit SDRAMs per month, the spokesman said. techweb.com -- Carl

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