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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 (42374)5/16/2000 8:53:00 PM
From: jim kelley  Read Replies (1) of 93625
 
Re: In brief, the memory industry doesn't have to predict DDR consumption 3 months in advance, like it does RDRAM production, in order to schedule chip starts.

Silly guy! Of course they do have to schedule! These different memory types compete for the same production resources. If you said they could divert SDRAM starts into DDR sdram that would be correct. But they still have to schedule the production resources. In fact, Samsung said this week that they would shift production from SDRAM to RDRAM preferentially if there is a supply problem later in the year.

:)
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