Rambus (RMBS) - Eagle or Penguin Message Board

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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: Don Green who wrote (61907)	11/28/2000 3:17:33 PM
From: tinkershaw	Read Replies (2) of 93625

One vendor, Samsung Electronics Co. Ltd., said it increased fourth-quarter production of Rambus Inc. (stock: RMBS) chips 20 percent sequentially to meet demand. However, in a series of interviews, executives at Hyundai Electronics Industries Co. Ltd., Infineon Technologies AG (stock: IFX), and Micron Technology Inc. (stock: MU) reported little activity among PC customers at a time when OEM plans to ship Pentium 4-based desktop systems would appear to require increased Rambus production. Hyundai and Micron each said they have largely stopped Direct RDRAM production and will not make more chips until customer orders materialize. Infineon, which said it manufactured several million Direct RDRAM chips a month this summer, said it is left with inventory and also has stopped making the chips. This story is the biggest B.S....let me just inform you that this is a Jack Robertson story and that of the four companies asked for demand for RDRAM, 3 are currently in litigation with Rambus. I don't see NEC, for example interviewed. This story is the most blatant evidence yet of a concerted anti-RDRAM propoganda. It is almost a riot to read. Tinker

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