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

To: Bilow who wrote (43075)	5/27/2000 3:07:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Remember the predictions that Samsung would be making 10 million RDRAMs per month by the end of they year? Here's a reminder: RDRAM output rises at Samsung, Hyundai March 13, 2000 Samsung said it will increase production from the current 2 million units per month to 10 million* by the second half of the year.* techweb.com It's no longer operative, at least according to the eb-asia: Intel i820 fiasco advances Rambus ramp-up In Korea, all indications are that the costly fiasco is leading chip makers to ramp-up Rambus output. Samsung has announced it will ramp Rambus output by 50%, from a current two million units per month. By the end of the year, output could well be up to five million units a month. "Lately, we obtained an additional order from Intel to supply one million Rambus DRAMs," said a Samsung spokesman. eb-asia.com -- Carl

To: Bilow who wrote (43075)	5/27/2000 6:51:00 PM
From: Dave B	Respond to of 93625

Carl, P.S. A thing to remember is that it is not a lack of RDRAM chipsets (or support from the chipset makers) that is making RDRAM expensive. Instead, it is lack of support from the memory makers. What RMBS needs is news that a memory maker is pumping up the volume and guaranteeing near parity pricing, not that another use has been found for RDRAM chips. All parts of the orchestra have to play for the symphony to sound beautiful. In fact, support from the chipset makers will help convince the memory manufacturers that RDRAM is going to succeed. And increases in production will help convince the chipset makers that RDRAM is going to succeed. Orders from the PC makers will convince the memory manufacturers that RDRAM is going to succeed. More RDRAM chips available at lower prices will convince more OEMs to build systems with RDRAM. Lower priced RDRAM systems will convince more users to buy them. And so on, and so on. We've always said that it will be a ramp transition to RDRAM, not a knife-edge transition. It's actually proceeding faster than I would have hoped with systems already available under $1500 and the price of RIMMS already having been cut in half (in 5 months of shipments). I'd say we're in great shape. There you go, you've already made me violate my "no posting this weekend" decree. Oh well, my wife's getting ready for us to go to a play and I'm just waiting around so I suppose it's okay. Dave