Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 99.38

+1.4%

2:49 PM EST

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To: MileHigh who wrote (9196)	11/5/1998 7:32:00 PM
From: jopawa	Read Replies (4) of 93625

Mile, I defer to people more knowledgeable than I on technical stuff etc., but having read the Samsung article I have to take issue with your comments of earlier. You wrote: I disagree that they are "making the investment neccesary to manufacture RDRAM"- they were not and that is why INTC invested in MU and why we will see capacity constraints in '99 due to infrastructure NOT being in place...Also, most prodcut availabilty is going to be mid to late '99... >>>b. Test equipment is in place I disagree totally with this, read then industry articles, testing equipment is a major issue right now and it is not set up and running... Mile, there appears to be no barriers in place for Samsung. They sound ready and raring to go in 3 mos. Doesn't sound like they are hemming and hawing over whether to produce RDRAM in '99. Granted, they are clearly making it known to the industry that they want the lion's share of the market, but nonetheless they sound ready to go to me. John

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