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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 3:59 PM EST

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To: cordob who wrote (76509)8/1/2001 9:13:38 PM
From: Bilow  Read Replies (1) of 93625
 
Hi cordob; Re: "As for the bandwidth question, I am not sure if you are comparing sampling DDR parts with production RDRAM parts (have to keep the scales evenly balanced don't we?)"

There are no sampling RDRAM parts faster than PC800, because nobody wants them, and this is straight from Samsung's mouth:

Rambus broadens memory, module bandwidth
Paul Kallender, EE-Times, June 14, 2001
...
Samsung could make both PC1066 and PC1200 parts much earlier than Rambus' road map suggests, said Cho Chang-Min, a sales manager at Samsung Electronics' DRAM marketing group.

"Actually, we have these speed components right now," Chang-Min told EE Times. "But no customers are interested in buying a 1,066-MHz part. They'll probably accept the 1,066 or even the 1,200 in a few years. When they do, we'll be ready. It all depends on our customers' needs."
...
eetimes.com

Compare the above to Samsung on the subject of those 600 MHz x32 DDR memory chips I compared PC800 to:

Samsung Develops High-speed 128Mb DDR SDRAM
Press Release, Samsung website, July 10, 2001
Samsung Electronics announces development of a 300MHz 128Mb (4Mb by 32) Double Data Rate synchronous DRAM (DDR SDRAM), part number K4D263238A-GC33. The new device is primarily intended for use in high-resolution graphics and high-speed video applications. Samsung believes that demand for this new product will extend to include notebook PC, wide-area network, local-area network, Internet router and switching memory, and Level 3 cache memory for high-end server applications. Samples are available now with mass production set for the 3rd quarter of 2001.
...
Samsung plans to begin mass producing the new 128Mb DDR SDRAM in the third quarter of this year, bolstering the company’s the lead of the market for DDR devices used in networks and graphics cards. In the first quarter of this year, Samsung held 50% of the world DDR SDRAM market, and DDR memory represents the largest share of the world semiconductor market. Samsung also has 65% of the Rambus DRAM market as well.
...

samsungelectronics.com

Remember, these are quoted statements from Samsung, the company that all the Rambus longs think is going to convert the world to RDRAM! These are not Micron or TeamDDR press releases, this is as good as the news gets for RDRAM.

-- Carl
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