Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: jim kelley who wrote (44258)	6/13/2000 8:36:00 PM
From: gnuman	Read Replies (1) of 93625

Jim, re: <Good take on the issue of when to begin the switchover to RDRAM. Looks to me that INTEL is very timely on this part of the execution of the switchover. There needs to be ample supply of reasonably priced RDRAM by the time Willamette is introduced. JMO> But of course any delay in a DDR chip set is a clear sign it's dead, right? <g> From archived articles on Rambus site. (01/25/99) Kingston ramps RIMM module production to meet Direct RDRAM demand ..."We hope to be able to offer capacity of 15,000 RIMM modules per day in the third quarter of 1999," said D.K. Tsai, vice president of global operations for Kingston, who is based here. ebnonline.com (03/16/99) Schlumberger takes on RDRAM test challenge ....Shipments swelling According to estimates from Dataquest Inc. (San Jose, Calif.), Rambus DRAM production will account for 5 percent of the total DRAM shipments this year, then swell to about 31 percent next year. (sic, 2000) eetimes.com

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