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

To: Dave B who wrote (29591)	9/15/1999 1:59:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Dave, look why would Samsung make DDR noises when they stand to benefit more from promoting RMBS exclusively. My opinion and it's purely that is that DDR is making gains behind the scenes. The reason we are not seeing PR is that the DRAM makers and especially the boxmakers are treading carefully in order not to further offend Intel. Samsung stated that in the short term the hi end would be split between RMBS and DDR. That is a fairly definitive statement yet we have no DDR OEMs announced. I don't see any leverage Samsung would gain from making this statement if they didn't believe it to be true. Rich