Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.53

+0.7%

12:59 PM EST

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To: MileHigh who wrote (12641)	1/8/1999 1:57:00 PM
From: blake_paterson	Read Replies (1) of 93625

Mile: One thought as I've read about the alleged Samsung moratorium on taking orders is that they are gearing up for RDRAM and as such are limiting conventional SDRAM orders. It just doesn't make sense to me (given what I've read about DRAM supply / demand in the past 12 mos.) to consider that they are suddenly out of capacity. Either this info is just rumor, or if factual, then they (Samsung) are NOT bringing their idled capacity back on line. If so, then we are left with 2 possibilities re. the motives: 1. They are determined to limit supply to boost prices. Unlikely that they would do this unilaterally, and of course if they did it in synch with others, the US feds would be all over the industry (ie. collusion and price fixing). 2. They are retooling to some new standard. This could simply be die shrinkage to 0.18 micron or change of architecture to 128 megabit chips, or it could be another change in design, re: RMBS. Or maybe a combination of 2 or all 3 of these retooling variables. Food for thought.... Back to the supine position for now... BP

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