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

To: jmac who wrote (31455)	10/2/1999 8:57:00 PM
From: Chas	Read Replies (1) \| Respond to of 93625

I think the DRAM suppliers who have been lead by Intel and Rambus to spend a ton of money and now are holding the bag are a bit pissed. So, I would think some statements will come out that will attempt to better position themselves with Intel. This was not good for Intel to wait til the last minute to stop the launch. I think Intel's credability was lost here and they will have to do something to help pay for any losses. Good trading.

To: jmac who wrote (31455)	10/2/1999 9:38:00 PM
From: Glenda King	Read Replies (1) \| Respond to of 93625

Hi jmac, <<<As for Samsung, I don't know what they are doing. >>> To my way of thinking, it is a smart business move. Apparently enough rdram has been produced to cover through the end of the year. It has been said that Dell will take 2/3 of the production. Mean-time there is a shortage of sdram. I would imagine Samsung's orders have increased since the earthquake in Taiwan. So it makes perfect sense to temporarily halt production of rdram until Intel solves the chipset problem. At that time...Dell will go into mass production, Samsung will resume production of rdram. All my opinion of course. P.S. I have seen mass production at Dell. It is a thing of beauty. Glenda