Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Alan Hume who wrote (19248)	4/25/1999 6:32:00 PM
From: Alan Bell	Read Replies (2) of 93625

Alan, You make a number of good points in your assessment. I think the major factor driving the timing is the rampup of the dram manufacturers. Those ones that have a solid 0.18-0.20u process seem to have no prblem with 800Mhz at 128Mbit. Those that don't have that process yet seem to be more focused on 64mbit and slower speeds. This puts this second group of companies in a difficult situation. If they bring out a 64 Mbit, 700 Mhz part, how many will they sell, particularly given Samsung will be selling 128Mbit 800Mhz parts? And how much will it cost them to bring out this "obsolete" part? And they don't really want to accelerate their fab upgrades if they can help it. So it would seem like it would be in their best interest to slow down the RDram rampup as much as possible. They could do this by creating FUD. -- Alan

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