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

To: jim kelley who wrote (42551)	5/19/2000 1:25:00 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi jim kelley; That article is from March and it is way out of date. It is no longer possible for Samsung to produce 82 million RDRAM chips during 2000. They're only now talking about going to 3 million per month, and it will take 2 months before they are up to that level, given the 10 week manufacturing time required. -- Carl P.S. Rambus just went through 173, but is looking like it could easily bounce back to 180, the ask is getting thin.

To: jim kelley who wrote (42551)	5/19/2000 2:48:00 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Jim, re: Nikkei Market Access forecasting accuracy. If you remember in January they said 270 M units in 2000. Here's the link again. (Except one thing is fishy about this page. When I originally posted it to you a couple of days ago I don't remember the table at the end. And it's strange that the table uses a different font than their normal publications). Be that as it may, it look's like a prediction of 24.5 M units for last quarter. (At least the numbers add up for the year 2000). And in Jan they had an estimate of 10.8 M units for Q4'99. nikkeibp.asiabiztech.com