Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 104.08

+2.4%

3:59 PM EST

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To: cordob who wrote (76535)	8/2/2001 8:11:39 AM
From: Bilow	Read Replies (1) of 93625

Hi cordob; Re: "Samsung has always played all sides of it. I have posted such on TMF long ago, but if one only wants to see one side of the news that does not help." Samsung has never written that they are sampling the PC1066 parts. On the other hand, they have stated that they have no demand for PC1066 or PC1200 samples. They are also now repeatedly stating that they have working DDR2 prototypes. The positive stuff from Samsung recently has been their announcements that they are ramping RDRAM production up. *But those ramps are not for new design wins, they are for support of Intel's 850 chipset.* Everybody already knew that the P4 was going to take a lot of RDRAM until it had SDRAM and DDR SDRAM support. Now there's *7 known DDR chipsets for the P4 under development*, and several of them are supposed to hit the market before the end of the year: users.erols.com There was a time when Samsung stated that they expected RDRAM to win. [Spare me the links to articles quoting Samsung from more than 6 months ago.] They have backed down from their earlier predictions, and now are only predicting that DDR and RDRAM will be neck and neck in 2002. That's the highest prediction for RDRAM in the industry. Since RDRAM is ahead of DDR in 2001, that means that DDR is having a faster ramp up. The other RDRAM makers are worse, in their predictions, for Rambus, and of course the memory makers that don't make RDRAM are even more pessimistic. -- Carl

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