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

To: Don Green who wrote (31456)	10/2/1999 8:52:00 PM
From: kash johal	Read Replies (1) \| Respond to of 93625

Don, Re:"samsung article" The samsung article is very credible. It quotes a specific person. Secondly it is EMINENTLY logical. They would be pretty stupid to keep manufacturing RDRAMs when it is not clear what the fix may be. It may require a RDRAM die fix-pretty unlikely BTW. It may require a change to the RIMM module layout - quite possible. So until further notice everything is on hold. In addition they are probably still running all the wafers in process as they cannot simply shut down the fab. They then simply need to allocate wafer starts to SDRAM. Worst case they may have to make new mask sets if the entire fab was RDRAM dedicated (unlikely). This is no big deal IMHO. Once it is clear the problem has been identified. They will restart RDRAM wafers with a 45-50 day lead-time for wafers out. What is comical here is that because this story is slightly negative to Rambus folks are spinning this as if it is some macabre fud. Any company with any sense would be doing this. I am sure Intel has done the same thing. I suspect no more camino wafers are being started until they have identified the solution. They are replacing these starts with 810e's and Bx's etc. But folks keep coming out stating that only offical release can be believed anything else is not be believed (unless its pro Rambus of course). regards, Kash