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

To: unclewest who wrote (28761)	9/6/1999 6:40:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

as i said, as granularity increases cost will come down... note that the three companies mentioned samsung, hyundai and nec are all mass producing 128mb rambus rdrams right now. i am still giggly over the amd athlon fiasco... unclewest World 128Mb DRAM Prices Fall Below Those for 64Mb Memories August 20, 1999 (SEOUL) -- The prices of 128Mb dynamic random access memory (DRAM) chips dipped below those for 64M memory chips, creating a so-called "bit cross" situation. According to semiconductor manufacturers in Korea on Aug. 18, 64Mb chips are currently priced at US$7 per unit, while prices for 128Mb chips plummeted to US$14 per unit from US$40-45 set earlier this year. Under the bit cross situation, it is more economical to use 128Mb DRAM chips rather than 64Mb chips as the memory capacity for 128Mb memories is twice as large. Should the crossing situation continue, it will create a surge in 128Mb chip demand, thus intensifying a supply shortage possibly in the fourth quarter of this year. The 128Mb memory chip market, which has been mainly controlled by Samsung Electronics Co., Ltd., Hyundai Electronics Industries Co., Ltd. and NEC Corp., will grow to 1 billion units in 2001 from 170 million units this year, according to a recent analysis by market research firm Dataquest Inc.. (Maeil Business Newspaper, Korea) thanks buttons