Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.64

+2.8%

3:59 PM EST

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To: sylvester80 who wrote (56770)	10/5/2000 5:56:47 PM
From: Daniel Schuh	Read Replies (2) of 93625

Sylvester, since you're so impressed with Dean Kent's rumors, I thought you would appreciate this one from a couple months ago This same source also said that Dell reduced their DRDRAM orders from Samsung by 60% in July. This would help to explain the rapid decline in prices, as suggested in the August Update. It seems that Samsung has been making about 3.5 million chips per month, but is now considering cutting that back to 2 million per month by year end (from realworldtech.com, look in the august news).

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