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

To: Zeev Hed who wrote (38228)	3/15/2000 11:50:00 PM
From: Slumdog	Respond to of 93625

Thanks Zeev. I am somewhat suspect that the trend is up. IMO,RMBS seemed to put in a classic reversal day on tuesday, since it set a new high in an uptrend(471?)then weakened and closed lower than on Monday. The volume was above average and the trading range was quite wide.

To: Zeev Hed who wrote (38228)	3/16/2000 6:26:00 AM
From: Stuart Steele	Read Replies (2) \| Respond to of 93625

news from asia-pacific Samsung to Mass Produce RDRAM Components, RIMM Samsung Electronics Co Ltd has succeeded in developing a next-generation 288-Mbyte Direct Rambus DRAM (RDRAM) component, and 570-Mbyte Rambus Inline Memory Module (RIMM), which configures 16 single components into one module. The data processing speed of RDRAM at each lead has been improved to 800 Mbytes/s, so the device can process the equivalent of 6,550 pages of information per second. This enables twice the capacity over existing versions applying a design rule of 0.17 micro meter to the device. And the module can support current personal computer (PC) systems with up to 1 Gbyte or workstations and server systems with up to 8 Gbytes of capacity satisfying demand for high-performance, high-density systems. RDRAMs, to ensure high performance, incorporates micro ball grid array (BGA) packaging that also reduces the size and weight of the finished product. According to Samsung, the era of high speed RDRAM with large capacity has begun and they are positioned to lead the way. With the start of mass production of RDRAM, the competition in the world memory industry seems likely to shift from capacity to speed. The key reason Intel Corp, originally suggested RDRAMs was speed and the impending need for something faster. The central processing unit (CPU) throughput using the Samsung RDRAM reaches almost 800MHz and a CPU with 1GHz of throughput is expected to be launched within the year. Confident in RDRAM Potential Samsung has ignored most others and intends to mass produce RDRAMs while other DRAM manufacturers have delayed, citing Intel's delay of Camino chipsets and the favorable price of DRAMs. In addition to this, many major PC manufacturers including Dell Computer Corp, IBM and Hewlett-Packard have begun producing PCs incorporating RDRAM, and Sony's Playstation II is also RDRAM compatible. Samsung believes it is almost the only company which can provide RDRAMs at the moment. Starting in January it produces 2 million units a month. This paves the way for the company to take advantage of a large potential market including PCs, servers, workstations, mobile communication equipment, and high-performance game players. "To keep the top position in the DRAM market is getting more difficult. So we chose RDRAM for high value added products that can ensure our dominant position in the industry," a Samsung spokesperson said. Adding, "We have to wait and see if the strategy will work out." The "first-to-market" concept may indeed work in the company's favor as its competitors do not have immediate plans to mass produce RDRAMs and the demand is expected to be high. (Luz Park, Seoul: March 2000 Issue, Nikkei Electronics Asia) nikkeibp.asiabiztech.com