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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.20-3.3%3:59 PM EST

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To: Tony Viola who wrote (14003)1/21/1999 8:11:00 PM
From: unclewest  Read Replies (2) of 93625
 
tony you are right.
they all have other forms of dram available right now. why?
because there is such a high demand for rdram there is not enough to go around yet. remember rdram is new. the original projection that got us all to buy rmbs shares was for 5% of the pc's sold this year to have rdram inside. samsung said today they expect rdram to make it into 30% this year. AWESOME
re ibm. read this.hyundai is shipping rdram to ibm. btw ibm is a rambus partner. they signed up, paid the fees, got the tech, and agreed to pay the royalties.

SEOUL, Jan 21, 1999 (Asia Pulse via COMTEX) -- Hyundai Electronics Industries (KSE:00660) aims
at boosting the sale of its next-generation memory chip Rambus DRAMs to US$400 million this year, the company said Thursday.

Hyundai will spend $170 million to complete the mass-production system for Rambus DRAMs.

Hyundai said it will supply a commercial sample of the 72-M direct Rambus DRAMs and module
products to its big-time partners incluiding Intel and IBM.

The latest product boasts 0.22 micron in band width and is about 20 percent smaller than existing
products - the smallest in the world - the company said.

Hyundai plans to deliver four million 72-M Rambus direct DRAMs per month during the latter half of the
year, one million 144-M Rambus DRAMs per month during the third quarter and a working sample of
256-M Rambus DRAM during the fourth quarter.

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