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

To: dejavu who wrote (53265)	9/13/2000 9:34:44 PM
From: Dan3	Read Replies (2) \| Respond to of 93625

Re: Global DRAM Sales RDRAM, SDRAM 1999 ranked by % and DDR deal 1. Samsung 24% no deal, no lawsuit 2. Hyundai 20% no deal, lawsuits 3. Micron 17% no deal, lawsuits 4. NEC 10% deal 5. Infineon 8% no deal, lawsuit 6. Toshiba 8% deal 7. Mitsubishi 4% no deal, no lawsuit 8. Fujitsu 3% no deal, no lawsuit 9. Hitachi 3% deal 10. Oki 2% deal TOTAL 100% NEC's (10%) and Hitachi's (3%) DRAM business are being spun off in 3 months - at which point they are back in the "no deal, no lawsuit" column. So rambus has only signed Toshiba (8%) and OKI (2%). They have sued Infineon (8%) and are being sued by Micron (17%) and Hyundai (20%). So the totals are: Neutral (44%) Sued Rambus (37%) Sued by Rambus (8%) Signed with Rambus (10%) Samsung is the big question mark. It would be interesting to hear conversations between Rambus/Samsung and Micron/Samsung at this point! Dan