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

To: Dave B who wrote (45528)	6/22/2000 1:07:00 PM
From: Don Green	Read Replies (1) \| Respond to of 93625

Rambus shares rise on forecast of high chip demand By Bloomberg News June 22, 2000, 9:20 a.m. PT URL: news.cnet.com Shares of memory designer Rambus rose as much as 12 percent today after Samsung Electronics predicted that sales of memory chips based on Rambus' designs would surge more than 10-fold in the next two years. The shares rose $7.38 to $100 in early-afternoon trading on the Nasdaq after reaching $103.50 in the morning. They have risen almost sixfold this year. Rambus chips boost the speed of personal computers and other devices. Samsung, a leading maker of memory chips, forecasts that industry-wide sales of Rambus-based semiconductors will climb to $38 billion by the end of 2002. Seoul-based Samsung said the share of its memory production that uses Rambus' designs will double in 2001. Shares of Mountain View, Calif.-based Rambus rose 9.5 percent Monday after analysts said NEC and Hitachi had joined Toshiba in agreeing to pay royalties for use of Rambus' computer-memory patents. Copyright 2000, Bloomberg L.P. All Rights Reserved.

To: Dave B who wrote (45528)	6/22/2000 1:35:00 PM
From: pompsander	Read Replies (3) \| Respond to of 93625

Nice sceanarios...the bear one is so Machiavellian (sp) that it just could be true ! <g> You know, until I read the nicely laid out post by the Hopkins guy back a few, I had forgotten all the assurances by Micron almost a full year ago that a DDR chipset would be out from not one, not two, but (if memory serves) three vendors this year. Assuming just for arguments sake that three vendors were working the problem a year ago I find it truly mystifying that we do not have anything out yet that people can touch, and feel and run current through. What was the old Sherlock Holmes adage: "When you have removed all the likely possibilities, whatever is left, no matter how improbable, must be the truth". There is some kind of baffling technical problem with DDR on the desktop. I don't see any other reason why those chipsets are not in the hands of the "hot to trot" testing and rating fraternity.