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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.45+1.3%Dec 15 3:59 PM EST
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To: Skeeter Bug who wrote (77007)8/8/2001 6:57:29 PM
From: Steve Lee  Read Replies (1) of 93625
 
So who will run out of cash first - MU who will get revs of about $600MM on costs of $1.2BB (and probly make a write down of about $150MM), or Samsung who are making a profit - partly due to their lead in RDRAM production?

Even if Micron sees the light and starts making RDRAM, the 845 will have brought RDRAM down to a price where praps only Samsung will be able to produce it at a profit.

If DDR doesn't take off, what will happen to MU?
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