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

To: Dave B who wrote (41243)	5/2/2000 1:03:00 PM
From: gnuman	Respond to of 93625

Dave B. Also from the article. Samsung is producing 2 million 128 Mbit Rambus chips monthly and will maintain that level for the rest of this year. Hyundai is preparing to follow suit. Samsung estimates that it now has 50% of the Rambus market but sees that share slipping to 40% later this year as rivals like Hyundai and Micron enter production. Seem's like a change in Samsung's forecast. One can extrapolate <40 million 128 Mb for the remainder of the year from those numbers. For now, Samsung is upbeat about Rambus. According to Kim Ilung, DRAM marketing director with the company, DDR and Rambus this year are expected to take 3% and 10-15% respectively of the total DRAM market. Contradictory paragraphs? The DRAM market is quite large.