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

To: Zeev Hed who wrote (38175)	3/15/2000 11:38:00 AM
From: CoffeePot	Respond to of 93625

No, actually it was written on 1-28-00 eocenter.com the Hyundai link is a totally seperate acticle.

To: Zeev Hed who wrote (38175)	3/15/2000 12:00:00 PM
From: CoffeePot	Read Replies (2) \| Respond to of 93625

<The intrinsic mass production cost differential is no more than 15%, that is why Samsung is going to do fabulously> Hyundai VP: Tabrizi said Hyundai is finding it nearly impossible just to break even on 128-Mbit Rambus DRAMs priced at $50, and that the economics make it hard to imagine a healthy future for the technology. "I can't get the same return on a wafer as I can with PC100 SDRAM, even when Rambus is priced three times higher," he said. RDRAM 800 retail currently $800-1000 128mb compared with $100-150 for SDRAM eocenter.com

To: Zeev Hed who wrote (38175)	5/21/2000 4:37:00 AM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi Zeev Hed; I was looking for back when you turned bearish on RMBS, for the short term, and began to suspect that you might get that $133 entry. I came upon an old post of yours from March 15, 2000 regarding the economics of manufacturing RDRAM. You wrote: "Samsung has already decided to increase their production rates to 10 MM units per month," and also that "The intrinsic mass production cost differential is no more than 15%, that is why Samsung is going to do fabulously, charging anywhere from 50% to 200% more for RMBS while their intrinsic "charge up" is in the 15% to 30%." #reply-13206841 At that time, Hyundai had already announced that even though they could sell the chips for 200% over SDRAM prices, they still made less profit per wafer. That was only one company, and was pretty easy to ignore. But now the memory makers have refused to sell RDRAM at anything other than market prices, ignoring Intel's request to increase production (in the absence of guaranteed orders) and bring the premium down to 30%. Also, the recent Samsung announcement is to increase production from the current 2 million to only 3 million per month. No mention was made of any 10 million per month production, though I suppose that is possible in the future. In light of what has recently transpired, do you have an update on your feelings regarding the economics of manufacturing RDRAM, and perhaps the future of the company? -- Carl