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

To: Scumbria who wrote (51849)	8/29/2000 7:55:20 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Scumbria; Decline in PC RDRAM demand - official word from EE-Times: Core-bank change could cut RAM cost for Pentium 4 -- Intel, Rambus mull overhaul for RDRAM ... Samsung Electronics, for one, is reportedly preparing to come out with a four-bank RDRAM by the end of the year. NEC Corp., however, said it is still evaluating the proposal and is unsure whether slimming down the RDRAM will be worth the effort. ... Toshiba Corp. recently decided to scrap a plan to increase RDRAM production this year in order to pump up 128-Mbit SDRAM volume from 5 million to 7 million units per month by December. The production plan for 128- and 144-Mbit RDRAM, meanwhile, was cut from 3 million to 1.5 million per month by December, while 256-Mbit RDRAM projections fell from 500,000 units to 250,000 a month by year's end. Toshiba produces RDRAM for Sony's Playstation II and PCs. "Demand for Rambus in the PC is decreasing, and that's the reason for the revision of capacity," a Toshiba spokeswoman said. "Also, we made our projection a little bit bigger than how it is actually going to be. We'll still have enough for Playstation." techweb.com Personally, I would have thought that the peak in RDRAM PC usage would have been closer towards the end of the year. That consumers are rejecting the stuff so early is not good news for RDRAM. -- Carl