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

To: pompsander who wrote (45533)	6/22/2000 1:47:00 PM
From: Don Green	Respond to of 93625

Rambus Up 7%; Samsung Reiterates Support For Co -Analyst Dow Jones Newswires By Donna Fuscaldo NEW YORK -- Shares of Rambus Inc. (RMBS) got a pop Thursday after Samsung Corp. (Q.SSG), reiterating its support for the company, said Rambus' DRAM technology will be the primary memory used in the market, an analyst said. "Basically Samsung is trying to convince the world that the memory market will all go to Rambus architecture," said Drew Peck, technology analyst at SG Cowen Securities Corp.. Samsung is one of the DRAM, or dynamic random access memory, companies that are providing "unqualified" support for the Rambus architecture, he said. Samsung said the market is set to hit $31 billion, he added. The debate, however, is shifting from whether Rambus will take over the memory market to whether Rambus will collect on non-Rambus memory royalties and Samsung's support won't matter in that debate, he said. Last week, the company signed an agreement with Toshiba Corp. (J.TOS) covering patents for fundamental aspects of high-speed interfaces invented by Rambus. Under the agreement, Toshiba will pay a license fee and royalties. The fact that Toshiba agreed to pay royalties for these products indicates that a player in the industry looked at Rambus' portfolio and has decided that there are some valid claims, said Greg Mischou, senior semiconductor analyst at UBS Warburg. The Toshiba agreement strengthens Rambus' pending patent infringement case against Japan's Hitachi Ltd. (HIT), he added. Rambus filed two suits against Hitachi earlier this year to prohibit Hitachi's sale of certain memory and microprocessor products. Mischou said shares of Rambus are trading higher on a continuation from the Toshiba news last week. Shares of Rambus were recently trading up 7 1/18, or 7.7%, at 99 3/4 on composite volume of 14.3 million shares. Average daily volume is 18.4 million shares. Officials at Samsung couldn't be reached for comment. A lot of other major players in the industry that manufacture SDRAM, DRAM and DDR memory could decide that they too owe Rambus royalties for intellectual property, said UBS Warburg's Mischou. This is an opportunity for Rambus, he said. Mischou said that if Samsung is reiterating support, it definitely validates Rambus since Samsung is the largest DRAM player out there. Officials at Rambus did not return calls seeking comment. -Donna Fuscaldo, Dow Jones Newswires; 201-938-5174

To: pompsander who wrote (45533)	6/22/2000 2:13:00 PM
From: Dave B	Respond to of 93625

Pomp, There is some kind of baffling technical problem with DDR on the desktop. I have to admit that I'm starting to wonder as well. Dave