Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: Steve Lee who wrote (77544)	8/16/2001 3:34:21 PM
From: Bilow	Read Replies (1) of 93625

Hi Steve Lee; What I posted were the current Samsung allocations and the allocations from a month ago. During that time, the allocations to RDRAM dropped. Samsung is Rambus' big buddy. They're not going to put out a press release that spells it out for you losers. Instead, in order to figure out what Samsung is really doing (as opposed to what they said they were going to do), you have to read the production figures. The production figures will eventually be noticed by the trade press, and then by Wall Street. When the news becomes official, RMBS will drop. I see that it struck a new 52-week low today. Maybe the rumors are already out there. The fact is that a lot of RMBS holders are hoping that the RDRAM ramp up will be fast enough to counteract the drop in RDRAM pricing. Pricing figures are pretty much public information, the production figures are harder to ascertain. The Samsung figures suggest that RDRAM's peak production quarter will be 3Q01, just as I've suggested for the past year. (And was predicted by the Micron and Semico prediction figures as well.) -- Carl

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