Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan3 who wrote (29248)	9/11/1999 11:09:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Dan, <That is pretty much my point, despite the enormous impact Intel can have on the chipset and memory makers, they have pretty much unanimously decided to thwart Intel.> As have AMD and Cyrix. It's really worked well for them, hasn't it? <Re-read their press release. > Thanks, but I'd suggest you re-read it at (you've could have just followed the links back): Message 11183887 In case you don't want to follow the links, here it is: SEOUL (Dow Jones)--Samsung Electronics Co. (Q.SSE) has started shipping its second-generation Rambus dynamic random access memory, or DRAM, chips to major personal-computer manufacturers, a company spokeswoman said Wednesday. The new 0.19-micron Rambus DRAM chips are 30% smaller than older 0.23-micron chips, the spokeswoman said. Samsung Electronics, a unit of Samsung Group (Q.SSN), expects to grab about 60% of the global Rambus DRAM market this year on sales of $250 million, the spokeswoman said. With the entry of new competitors into the market, the company expects its worldwide market share to decline to 20% in 2000 on sales of $2 billion, she said. [Note, Dan, as I pointed out in my original response to this message, this 20% share is less than either you or I gave Samsung. You gave them 50%, I gave them 33% (up from the 20% that they have of the SDRAM market). Samsung is expecting a $10B RDRAM market and that they'll get 20% of it, or $2B.] Rambus DRAM chips utilize a technology developed and licensed by Rambus Inc. (RMBS) of Mountain View, Calif. Dave