Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.83

-4.2%

10:21 AM EST

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To: Bilow who wrote (55044)	9/25/2000 7:38:25 AM
From: sylvester80	Read Replies (1) of 93625

Bilow, During the recent analyst meeting it was said that new validation of 288Mb parts was taking place at very fast speed compared to 128Mb validation parts. The point was that the RMBS partners have now fully understood the design process and are able to very quickly validate and go into production of new parts. RDRAM is maturing very well. Here are the relevant slides: swiftsolution.com Also yields of PC800 will reach close to 90-95 by Q1-Q2 2001 (Samsung's numbers showed 80% PC800 yields and 98% overall yields by this December). Overall yields we are near the 98% by December, heading for 100% by Q1 2001. All these moves again bode very well for further RDRAM price reductions.

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