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

To: jhg_in_kc who wrote (31293)	9/30/1999 9:48:00 PM
From: Bilow	Respond to of 93625

Samsung halts production of Rambus memory chips On what might be the only positive note in the Rambus saga these days, Kanadjian pointed out that the recent surge in price of standard computer memory has reduced the premium on similar Rambus devices. The price of Rambus memory has been a major complaint of PC manufacturers. yahoo.cnet.com Remember the "We put the R in RDRAM" ad? Well look what Samsung has now: "The 256M SDRAM (Just how much memory can servers hold?)" usa.samsungsemi.com Notice that they still are touting 32M DDR SGRAM on the same page? Looks like the RDRAM days at Samsung are over... -- Carl

To: jhg_in_kc who wrote (31293)	10/1/1999 10:01:00 AM
From: RetiredNow	Respond to of 93625

This quote gives us a better idea of how long this problem could delay things: "Until the problem is fully understood, any fix is pure conjecture. We think that a quarter [three-month] delay is realistic, and a six-month delay is not out of the realm of possibility," wrote Ashok Kumar, semiconductor analyst with US Bancorp Piper Jaffray in a report yesterday. "Regardless of the cost and fix, both Intel and Rambus will find it hard to recover the credibility that they have lost by uncovering this problem so close to the announcement."