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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.35+5.4%3:59 PM EST
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To: Steve Lee who wrote (77658)8/17/2001 9:03:08 PM
From: Bilow  Read Replies (1) of 93625
 
Hi Steve Lee; Re: "If you add that 25%, 20% and 55%, you get 100%. But the article interchangeably used the terms "sales", "production" and "output". Looks to me like RDRAM is 25% of Samsung's sales for the whole year."

Let's get this straight.

You have one set of Samsung figures, which could possibly be interpreted in two different ways.

You have an enthusiast web site article that thinks your way

I have an industry trade press article that thinks my way.

Your assumption implies that DDR is already far outshipping RDRAM, in bits and approximately equals it in dollars.

My assumption implies that DDR sales, (in bits) is approaching RDRAM sales.

Go ahead. Believe what you will, either interpretation is devastating to RDRAM. But what you believe doesn't matter, the Samsung figures are not in dollars.

Why don't you send them an e-mail and ask them to clarify? Toshiba already did that for Rambus longs, and apparently informed them that yes, RDRAM production is being dropped because of a lack of demand.

By the way, the production figures for now don't actually turn into chips until a couple months from now. What's going on is that the memory makers are seeing a reduction in orders for RDRAM because of the P4 transition to SDRAM and DDR.

-- Carl
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