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

To: unclewest who wrote (31842)	10/8/1999 5:27:00 PM
From: Tom Warren	Read Replies (2) \| Respond to of 93625

EETIMEs rehash of news regarding memory makers. Now use terms "contemplating" and "forced to consider" shutting down drdram. Is this back pedalling and retraction of FUD? You decide. Korean memory makers weigh RDRAM alternatives By B.H. Seo EE Times (10/08/99, 10:40 a.m. EDT) SEOUL, South Korea — South Korea's three top memory makers are contemplating shifting production lines geared for manufacturing delayed Rambus DRAMs to other memory products as demand for the latter increases. Samsung Electronics, Hyundai Electronics and Hyundai Micro Electronics had arranged their production schedules to begin making direct Rambus DRAMs in late September. But Intel Corp.'s decision last month to delay release of its 820 chip set, code-named Camino, has forced them to consider switching to DRAM production as prices and demand for memory chips rise. The continuous delays in releasing the Camino chip set, which enables Direct Rambus DRAMs in PCs, have left the three major domestic chip makers hanging for months. The companies actually completed their development work late last year or early this year and have been ready for months to begin production. As demand for DRAMs grows and prices for 64-Mbit DRAMs increase in the wake of the Sept. 21 earthquake that crippled Taiwanese fabs, the South Korean companies see a possible retooling of Direct Rambus DRAM lines as a way to cut their losses. Late last month, an executive with Samsung Semiconductor Inc. (San Jose, Calif.) said the company would halt wafer starts there for RDRAM until Intel resolves problems with its Camino chip set. Samsung said any new capacity would be used for 128-Mbit or 256-Mbit SDRAM products. The Camino delay has had a ripple effect throughout the Korean electronics industry. Samsung and Hyundai had expected to begin manufacturing Direct RDRAMs for Intel in late September. The delay is seen postponing shipments of Rambus-enabled PCs until after the Christmas shopping season. U.S. computer makers Dell and Compaq had been negotiating the purchase of Direct RDRAMs from Korean chip makers. — Exclusive to EE Times by Chom Dan Inc. (Seoul, South Korea) eet.com