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Politics : Formerly About Applied Materials

AMAT 322.31

-5.6%

Jan 30 3:59 PM EST

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To: zsteve who wrote (22766)	8/11/1998 1:09:00 AM
From: Robert O	Read Replies (1) of 70976

From the article Zsteve linked to : South Korean chipmaker Samsung Electronics Co said on Tuesday it had completed development of the 64-megabit Rambus in-line memory module and was set to begin mass producing the device. A Samsung statement said major PC makers were expected to replace synchronous dynamic random access memories (DRAMs) with faster chips, creating a big demand for Rambus DRAM modules. It forecast that the chip would grab at least half of the global DRAM market and plans to expand monthly output to one million units by the middle of next year from 100,000 at the initial stage, Samsung said. The module is made with 0.23-micron-fine processing and operates at between 900 megahertz and one gigahertz. It can process the equivalent of 128,000 newspaper pages a second, 10 times faster than the synchronous DRAMs, Samsung said. ------ Can the more knowledgeable here talk a little more about the ramifications of the faster Rambus DRAM modules. Also, while Rambus' price has bumped lately, is it undervalued by market at this point? Please mention AMAT, Intel (and if feeling particularly loquacious DELL) somewhere in your response ;-)

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