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

To: pompsander who wrote (44035)	6/12/2000 5:28:00 AM
From: Bilow	Respond to of 93625

Hi pompsander; Re "Note the reference to the 200 million dollar Intel infusion into Hyundai for RDRAM production." in your link: Message 13862165 I've not found verification of this anywhere, and it is now well into Monday in Korea. My guess is that Intel might have approached Hyundai with that kind of money in return for RDRAM production, but Hyundai refused it. Hyundai has stated that RDRAM selling for 3x SDRAM leaves SDRAM still more profitable for it. That kind of statement doesn't leave much room for negotiation. It's not the kind of statement that a company that is looking for a fair compromise puts forward. My primary source for news about Korean companies (and a $200 million investment from Intel is most certainly big news), is the Korea Herald. An example of this morning's Hyundai investment news is this: HEI gets $100 million in investments Hyundai Electronic Industries (HEI) yesterday announced it has attracted $100 million in investments from the State of Wisconsin Investment Board. koreaherald.co.kr The sad fact is that with respect to RDRAM, the memory industry told Intel to go eat scrap. (See #reply-13737915) Now Rambus is running around signing up tiny module makers and sending out press releases as if they had just got Micron to put all their effort into RDRAM. This story is over. Also, a lot has been made of the fact that DDR machines were not shown running at Computex 2000. Rumor has it that machines were available in the suites. In fact, Micron's DDR chipset was running back in September, and VIA demonstrated a system back in 1997. How can anyone imagine that they don't have an improvement by now. But the box makers don't want to witch their current sales by announcing publicly that DDR is around the corner. Instead, they'll lift the secrecy lid when they are ready to ship in sufficient volume. The VIA speaker at Platform 2000 said as much during this presentation: silicontech.com -- Carl