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

To: Estephen who wrote (35590)	12/6/1999 2:43:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

<Samsung Electronics plans to double its output of direct Rambus DRAMs between now and February to meet strong demand from PC and server companies, the head of Samsung's semiconductor business said Monday> Seems like Samsung wants to jump on the opportunity that is currently being presented by the RDRAM shortage and the sky-high prices. Interesting how Samsung's statements contrast those of Hyundai, who said that Rambus won't be much more than a 5% niche by the end of 2000. Perhaps the two chaebols have competing philosophies on the future of DRAM. Samsung wants to be first to market with high-volume RDRAM production. Hyundai realizes this and, rather than try and catch up by ramping up more on RDRAM, is betting much more on DDR, perhaps even encouring the anti-Rambus coalition to keep shouting the tired-old slogan, "Rambus is dead dead dead." Tenchusatsu

To: Estephen who wrote (35590)	12/7/1999 8:20:00 AM
From: gnuman	Read Replies (2) \| Respond to of 93625

Estephen, Re: Samsung to ramp to 2M DRDRAM in Feb. Sounds impressive, but it's just a pimple in the DRAM market. Won't the PC industry alone require at least 1 Billion DRAM's next year? (Excluding graphics). When Samsung talks percentages they're speaking of revenues, not units. Prices have to come down quickly to impact Y2000. While the price insensitive early adapters may clamor for these systems, historically that segment dry's up soon after product intro. JMHO's.