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

To: Don Green who wrote (46083)	6/26/2000 12:53:00 PM
From: Estephen	Read Replies (1) \| Respond to of 93625

GREAT...Samsung Electronics, meanwhile, plans to keep the output of 64-M DRAM at the present level, but increase the monthly output of 128-M DRAM to about 20 million by the end of this year from the current level of 10 million. Samsung now accounts for 80 percent of the world's Rambus DRAM market. Samsung gets 80% of the rdram market while Appleton does nothing but play in the sand box with DDR. I hate seeing a great American company being hurt by an egotist with a personal agenda.

To: Don Green who wrote (46083)	6/26/2000 1:23:00 PM
From: Jdaasoc	Respond to of 93625

Don: The market for Rambus DRAM, which is about 10 times faster than synchronous DRAM, has also been expanding sharply. If you remember, Intel set aside $250 M for 820 chipset recall. I fathom that a good part of it for 128 MB of RDRAM as replacement for SDRAM. By the way, did I mention that the VC820 replacement motherboard I received last week came in with a 128 Mb Samsung PC700 RIMM. All previous RIMM's I saw from Intel were Kingston Technology product. It means that DELL is not buying all of Samsung's RDRAM production anymore and a higher production of RDRAM at Samsung is a most likely event because of Intel's large order. john