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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (24392)	7/9/1999 11:33:00 AM
From: pompsander	Read Replies (2) \| Respond to of 93625

Skeeter....you missed my point on the Chipmakes taking Intel "BRIBES". If the chipmakers felt that a, let's say, 500 million dollar cash infusion was a bad idea because it would require them to tool up in a way which, in the longer term, would harm, not help, their business, they would not do it. Of course, the Intel money allows the companies to put other resources to work in any direction they want. Know what? Sure, they have explored other products and technologies, but they also have invested far more than the amount Intel infused into RDRAM production. (Sorry, I do not have the exact numbers). Why? Because Intel is telling them, contractually I am sure, that they will be a customer for the RDRAM product. Wow. Intel gives me money to build a product which Intel practically promises to buy (or, more correctly, direct to OEMs and others). If this was a "bribe" it implies that the company would not move that direction without the cash infusion. I don't believe that at all...but it certainly made the picture clearer and cleared the decks for retooling and moving up production timelines....all strong news for Rambus.

To: Skeeter Bug who wrote (24392)	7/9/1999 11:36:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

ok skeeter! i would like to tackle your last... guess you aren't familiar with samsung. they took intel's money to develop rdram. they took their OWN money and put it into ddrdram. there are 15 dram mfrs left from i believe 18. 11 have committed to producing rdram-d. 2 of the 11 accepted financial assistance from intel. the other 9 are spending their own $. the 4 not yet committed to rambus production are expected to fold or announce production soon. all 15 have purchased licenses to produce rambus memories. did you know for example that sony and toshiba have spent $1 billion dollars this year on a rambus memory production facility? here is the list. Fujitsu Ltd. Hitachi, Ltd. Hyundai Electronics Industry Co., Ltd. IBM Microelectronics LG Semicon Co., Ltd. Matsushita Electric Industrial Co., Ltd. Micron Technology, Inc. Mitsubishi Electric Corporation NEC Corporation OKI Electric Industry Co., Ltd. Samsung Electronics Company, Ltd Siemens AG Toshiba Corporation Vanguard International Semiconductor Corp. Winbond Electronics Corporation dell has done excellent selling to the high end. however, their growth is slowing michael dell announced yesterday that he expects dell sales to triple. dell is rocking today on upgrades due to increased sales. oh, and yes, micron was going broke and desperate micron ceo announced a few days ago that rambus rdram-d was the most important and exciting new product they have ever had. hyundai, lg semi, samsung, infineon and toshiba are in mass production of rambus rdram now. samsung announced early in june that they are producing 5 million rambus modules per month. micron has shipped samples and expects to exceed samsung this year. fujitsu, hitachi, mitsubishi, nec and siemens and ibm have all said they are gearing up to produce rdram-d this year. where do you get your info? i would like to join tench in asking you to substantiate your arguments with links to verifying information. unclewest