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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-11.1%Dec 12 9:30 AM EST
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To: Dave B who wrote (65496)2/7/2001 12:23:52 AM
From: Scumbria  Read Replies (1) of 93625
 
Dave,

Nevertheless, Kang [Jon Kang, senior vice president for product planning at Samsung Electronics] noted that once Intel and third-party chip set vendors provide DDR chip sets, Rambus will be undermined in the mainstream, high-volume segment of the PC market, because the DDR cost structure will be lower.

Don't worry Dave. I'm sure the guy has no idea what he is talking about, and most certainly doesn't understand the DRAM business.

Scumbria
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