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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-1.4%3:59 PM EST
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To: Bilow who wrote (77641)8/17/2001 11:59:38 PM
From: JD_Canuck  Read Replies (1) of 93625
 
Mr Bilow:

I believe there may be an error in those assumptions. They are based on the understanding that Samsung will not grow market share in the process, in either RDRAM or DDR, and therefor the increase in DDR will be at the expense of RDRAM. Perhaps the increase in DDR % will be due to them stealing market share from others presently shutting down their manufacture of the cheaper grades of DDR.

If there is any company positioned to grow market share profitably right now its Samsung.
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