Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.83

+0.8%

3:59 PM EST

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To: jopawa who wrote (9238)	11/5/1998 8:52:00 PM
From: MileHigh	Read Replies (1) of 93625

John, Mile, there appears to be no barriers in place for Samsung You are right there are no "barriers"- there is test equip available but very few DRAM manu's have stepped up to the plate and spent the necessary cap ex to make this happen in time. Remember, the DRAM industry has come off one of it's worst periods of profitability and the needed cap ex was not being allocated toward RDRAM and that is why INTC bought 6% of MU- in order to give them the cash needed to place the orders for equipment- front end and back end! I was talking about the DRAM industry as a whole-- yes Samsung is taking the lead, but there are others dragging their feet. Also, ask yourself, if there was an abundunt supply of RDRAM and all infrastructure was in place and running, why would INTC need to invest $500M in MU specifically mentioning that it is to help speed up the adoption of RDRAM?? Regards, MileHigh/long (no covered calls)

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