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

To: gnuman who wrote (42171)	5/13/2000 2:27:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 93625

Samsung has recently stated unequivocally that they will convert other DRAM lines over to RDRAM production preferentially if shortages develop. Thus, if Willy goes on a fast ramp Samsung will cannibalize the SDR and any DDR lines in favor of RDRAM. All these lines are competing for the same production resources. I am showing about 120M RDRAM chips but my estimates are as yet incomplete because I do not have data on all the producers. This does not include the controller chips. :)