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

To: john dodson who wrote (27834)	8/27/1999 6:15:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

Samsung Elec mass producing Rambus DRAMs: biz.yahoo.com Wow. The world's top memory chip maker is officially on the bus. Is this new? john, this is samsung's previous announcement... >>In January, Samsung began producing 72-megabit Rambus DRAM chips, a significantly more advanced memory chip. 'We now produce 500,000 units of the Rambus chips a month. But the output will increase to five million in July,' Chung said. 'Then the new chips will account for about 50 percent of our semiconductor sales this year.'<< the 72's are really 64's with a 7th rdram part. samsung announced 5 million of these are being produced per month beginning july. last night's announcement is for rdram 128/144's. this is in addition to the the 64/72's. if you like that here is the future. soon you are going to read about the 256's. next year the 512's for timna. this is what rambus is all about. this is the advantage. rambus scales, the competition does not, so there is no competition at these higher levels of granularity. the 128's are less expensive than 64's at higher levels of rdram in pc's. the 256's and 512's even cheaper(remember i said before as granularity increases rambus becomes the low cost solution)...let me point out a coupla more things. lots of pc's will be sold with 64mb of memory. also pc's are only part of the equation. a full 50% of rambus revenues will come from "other". we know rambus works in hdtv, hd dvd, scanners, copiers, multi function devices, game players, etc etc etc. lots and lots of consumer products will use 64/72 parts. unclewest all of this is jmho. this writer may have a position in the aforementioned security! :o)