Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 105.44

+0.7%

10:41 AM EST

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To: JD_Canuck who wrote (77026)	8/9/2001 12:58:10 AM
From: JD_Canuck	Read Replies (1) of 93625

Guess we will have to wait til tomorrow afternoon to see how the anti-Rambus forces spin those two....why would Samsung suddenly increase their estimates of the RDRAM percentage of the total DRAM market to 35% from 25%...could it be all those reports we've seen of recent pickups in P4's with RDRAM sales have made it back to Korea? Thats a 40% increase.....and in just a few days, if Mr. Bilow's report was correct. Notice they did say the demand has increased drastically since July. If the RDRAM sales began the year at less than 2%...this would be a 1650% increase in demand....amazing!!!!

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