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

To: Don Green who wrote (31529)	10/4/1999 3:04:00 PM
From: DMaA	Read Replies (1) \| Respond to of 93625

The source, a Samsung VP, is attributed in this story: edtn.com "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, senior 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."

To: Don Green who wrote (31529)	10/4/1999 3:58:00 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Don Green; There really is no reason for Samsung to put out a press release, assuming that the story is true, and that they have halted RDRAM production. Putting out a press release would be a direct slap in the face to Rambus. All they really needed to do was to put out an announcement that Samsung was going to have a few more SDRAMs available, and that is what they did. If the news were false, then they would have a reason for putting out a press release announcing that they are still producing RDRAMs. So far, no such press release. The drop in RDRAM prices to below SDRAM prices was probably when they started thinking about switching over. It would surprise me greatly for INTC to let the microprocessor meeting go on without a schedule announcement. (Unless they really are in deep doo-doo.) -- Carl