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

To: Tenchusatsu who wrote (35592)	12/6/1999 3:00:00 PM
From: Charles R	Respond to of 93625

Tenchusatsu, <<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.> It appears that two things are beginning to happen that will make Rambus gain ground going into y2k: - PSII ramp seems to be falling in place. By moving the ASICs in to 0.18u Sony has taken out some of the key ramp concerns (I also own MIPS; its management and analysts seem to believe that March PSII launch is pretty real) - Preliminary indications are that, after a lot of vacillating, Intel has decided to aggressively go after Sony PSII and VIA's low-end offerings with Timna. (as you know until recently I thought they were going the other way) I have long felt Rambus is y2k stock but I feel stronger now that Rambus is poised to grow from here on. There still seems to be some risks but at this point the valuation is a lot more palatable. Chuck

To: Tenchusatsu who wrote (35592)	12/6/1999 3:19:00 PM
From: jackmore	Respond to of 93625

Tenchusatsu, Re: Seems like Samsung wants to jump on the opportunity that is currently being presented by the RDRAM shortage and the sky-high prices. Right. It also seems plausable that when others see the windfall being reaped by Samsung they will want to ramp up some too. That will begin a price decline that will create more demand. Then we are going to find out which technology (DDR or RDRAM) "wins" in the marketplace. My guess is that we will have a pretty good idea by the end of 2Q '00. Best, jack