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

To: CoffeePot who wrote (38190)	3/15/2000 12:38:00 PM
From: Tenchusatsu	Read Replies (3) \| Respond to of 93625

Stockalysis, <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.> What do you THINK Hyundai is going to say? They're a major competitor to Samsung (in just about everything that Korea has to offer, not just DRAMs), and it's been widely known that Samsung is way ahead in the RDRAM game over everyone else. Besides, the "same return on an SDRAM wafer" is a bogus argument, since PC100 SDRAM has already hit maturity, while RDRAM is still in its infancy. If he can get the same return right now from SDRAM as RDRAM, imagine what sort of returns he'll get once RDRAM production starts maturing and yielding better results. Samsung already recognized this early on, and they're reaping the rewards. Maybe Tabrizi of Hyundai better recognize this as well, unless they want to be hit with an inevitable drop in PC100 prices due to oversupply. Tenchusatsu