Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.01

-0.2%

9:37 AM EST

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To: gnuman who wrote (42171)	5/13/2000 2:27:00 PM
From: jim kelley	Read Replies (2) of 93625

Samsung has recently stated unequivocally that they will convert other DRAM lines over to RDRAM production preferentially if shortages develop. Thus, if Willy goes on a fast ramp Samsung will cannibalize the SDR and any DDR lines in favor of RDRAM. All these lines are competing for the same production resources. I am showing about 120M RDRAM chips but my estimates are as yet incomplete because I do not have data on all the producers. This does not include the controller chips. :)

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