Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 90.19

+2.8%

3:59 PM EST

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To: Alan Hume who wrote (13917)	1/20/1999 7:15:00 AM
From: unclewest	Read Replies (1) of 93625

hi alan, there are basically 20 dram mfrs. 2 are combining, so let's say 19. 15 of them ,representing over 90% of total production, have announced they will produce rdram in volume this year. some have started..samsung, kingston and a coupla others. the rest are coming in q2, 3 and 4. mu and samsung alone may end up with 50%+ of the rdram market. rdram is a profitable product with a high unmet demand. as i said previously, the mfrs will move to meet the demand. they have to; they are starving for profits. intel's gift of $500m to mu forced the koreans to quit dragging their feet or miss the bus. i believe that by end of summer vast rdram production capacity will be in place. thereafter, consumer demand will drive the bus. once the promo starts the demand will come. who do you know that doesn't want a faster computer? unclewest

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