Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: blake_paterson who wrote (76070)	7/23/2001 7:53:56 AM
From: gnuman	Read Replies (2) of 93625

Blake, re: I had figured one closure would signal the bottom. I think the reality is that none are going away. With Hynix raising $1.2B last month they appear to be a long time player. While Hynix is suspending operations in Oregon for six months: The company, which operates chip-manufacturing facilities in Oregon, said it would suspend production for the next six months, which is equivalent to 15 percent of all DRAM production and 50 percent of 64Mb DRAMs. it only represents bout 3% of worldwide production. If others reduced output it would help, but I think all are fighting to maintain or grow market share regardless of the consequences. (Following the Intel, DELL and Micron model?) If the overcapacity situation lasts for a number of quarters, something will eventually give. JMO's

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