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

To: Don Green who wrote (43443)	6/5/2000 12:06:00 PM
From: Jdaasoc	Respond to of 93625

Don: I heard Jerry Saunders from AMD on CNBC this morning and he was asked directly about Rambus vs DDR issues. Mr. Sanders sidestepped a direct answer but commented that both standards will coexist at hi end but the bulk of the market will still remain SDRAM based. He also stated that since DRAM production is virtually sold out there is not much incentive for migration to either DDR or RDRAM. john

To: Don Green who wrote (43443)	6/5/2000 12:41:00 PM
From: blake_paterson	Respond to of 93625

Looks like Hyundai's emphasis on memory business is decreasing... Hyundai Electronics Aims to be One of World's Top-Three Foundries June 5, 2000 (SEOUL) -- Hyundai Electronics Industries Co., Ltd. said it aims to become one of the world's top three foundry businesses by expanding its supply capability to 1.7 million 8-inch wafers per year by the end of 2001. The plan comes after the memory chip maker said it already secured major companies such as Toshiba Corp., ST Microelectronics and Conexant Systems Inc. as major customers. "We are going to modify two 8-inch memory lines to fit foundry purposes, and produce 50,000 wafers a month with circuit widths of 0.35 micron meters and 0.25 micron meters by the end of this year," said Huh Yum, director at the company's System IC Strategic Business Unit. Production lines will also include the 0.18 micron product around the end of next year. The foundry capability would be the world's third largest following Taiwan's Taiwan Semiconductor Manufacturing Co., Ltd. and United Microelectronics Corp. Hyundai Electronics said it will allot more than 16 percent of the 1.2 trillion won set aside for its semiconductor unit this year to the foundry and other nonmemory sectors. (1,129.65 won = US$1) The company hopes to earn US$700 million this year and US$1.3 billion next year from non-memory sales, increasing the non-memory part to 20 percent of total sales by 2003. Related story: Samsung Electronics to Boost Non-Memory Sales by 15 Pct. (Maeil Business Newspaper, Korea)