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To: RetiredNow who wrote (31271)9/30/1999 4:43:00 PM
From: Richard Habib  Read Replies (1) | Respond to of 93625
 
I think this could be construed as news

Message 11411145

An attributed source at Samsung saying that they have halted production and are going to shift to SDRAM. Rich



To: RetiredNow who wrote (31271)9/30/1999 4:47:00 PM
From: Richard Habib  Respond to of 93625
 
A fairly strong statement from VP at Samsung from previous article

"There will be no more wafer starts for RDRAM until we can better
understand how long it will take to resolve the Camino situation," said Avo
Kanadjian, vice president for memory marketing for Samsung
Semiconductor Inc. (San Jose, Calif.). "Any capacity that can be freed up
will be reassigned to 128-Mbit or 256-Mbit SDRAM products. We will
require some convincing before we restart any RDRAM production."

At the very least they look to me like they are setting a negotiating stance to reduce royalties. Rich