Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Don Green who wrote (36182)	1/3/2000 10:59:00 PM
From: Bilow	Respond to of 93625

Hi Don Green; Re the Samsung news report. Everybody in the memory industry knows that Samsung wants RDRAM to succeed. Samsung's 50% figure is a joke. Engineers want to use parts that are used by other engineers. The reason is to avoid ending up designing in an "orphan" part. Samsung is going to do everything they can to make it look like RDRAM is the wave of the future, including giving out exaggerated marketing forecasts, and putting out whatever kind of press release that will further that cause. No question, as I have posted several times before, Samsung is a big buddy of Rambus right now, and the reason is that Samsung has a lead on the other memory makers in that technology. The majority of the memory makers are running away from Rambus as fast as they can. Try calling up a Micron memory sales engineer (not one of the guys who deals with mom and pop when they want to upgrade their memory, but an applications sales engineer) and find out what they are suggesting for the future. If any further doubts are present, go back and read Jdassoc's posts. Try these few: Dec 21, 1999: #reply-12343655 Dec 30, 1999: #reply-12417218 Dec 30, 1999: #reply-12421365 -- Carl