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

To: jmac who wrote (34746)	11/16/1999 11:12:00 PM
From: qwave	Respond to of 93625

I thought Samsung had enough RDRAM on their shelves to support initial demand and would shift production back when it was clear what the demand would be. I can't believe that RDRAM is flying off shelves at such a rate that they would be shifting production back already. Do they now have a clearer picture on the demand than they did back at the end of September? Then again maybe they are making some deals in those little offices at their COMDEX booth and have a RED phone back to Korea telling the factory to scrap SDRAM production and move all lines to RDRAM. QWAVE

To: jmac who wrote (34746)	11/16/1999 11:16:00 PM
From: D.B. Cooper	Respond to of 93625

last year ,if my memory still works, we were asking the same questions during this show. I belive Dell had a working computer with rambus and we could not understand why the world did not understand. This stock IMHO has now got to show earnings or the promise of earnings to move, the good news is out. this is a start moneycentral.msn.com good luck don

To: jmac who wrote (34746)	11/16/1999 11:31:00 PM
From: richard surckla	Read Replies (1) \| Respond to of 93625

>>Correct me if I am wrong...<< I agree. I'm just passing over info that others might not see but would be interested in. Some time back I posted what someone else had said. It was that the RDRAM line at Samsung didn't stop that day because the drams that were in the process of being made continue until finished. That it takes a full (I believe) three months from beginning to end. which meant if the production stopped, say on Oct 1, what was already in the line would continue until it all cleared out which would be Jan 1. I have no idea how this works. Kind of like a train; when the engine passes you the train isn't over until the last car goes by?