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

To: Dan3 who wrote (59106)	10/29/2000 1:07:51 PM
From: sylvester80	Respond to of 93625

Dan3, You are completely wrong. What you are talking about is Elpida not NEC or Hitachi. Their deals are for 5 years. If they get not to produce anything and Elpida to produce everything, that's a different story and has nothing to do that the NEC & Hitachi deals are for 5 years. In fact, the controllers will still be part of NEC & Hitachi and will continue paying Rambus for the ful 5 years. If also during those 5 years they decide to go back and make memory themselves, that 5 year deal is also there. SO the NEC & Hitachi deal are for 5 years no matter if they do or don't make any DRAM. What you are thinking is the new Elpida company that starts Jan 1st. Elpida will need a new agreement. It's not Jan 1st yet, is it? And Elpida hasn't produced anything yet either. So wait till Jan 1st before you spread your stupid & idiotic FUD.

To: Dan3 who wrote (59106)	10/29/2000 3:13:29 PM
From: blake_paterson	Read Replies (3) \| Respond to of 93625

Dan: I disagree entirely. Elpida will take over the PRODUCT LINES (read sales) and design, but not PRODUCTION. Those will remain in the hands of the parent companies (NEC and Hitachi) for the foreseeable future. From the horses mouth: <<About Elpida Memory, Inc. Elpida Memory, Inc. (formerly NEC-Hitachi Memory, Inc.) is a global corporation with its headquarters based in Tokyo, Japan, and sales and marketing operations to be located in Japan, North America, Europe and Asia. Elpida Memory was officially formed on December 20th, 1999. Research and development operations were merged from NEC and Hitachi on April 1, 2000, and SALES AND MARKETING OPERATIONS will commence on January, 2001. Elpida Memory’s entire product line-up will be marketed under the Elpida brand name and will include DRAM devices and modules inherited from both NEC and Hitachi, as well as products designed and developed by Elpida as they become available for production. The company is currently involved in developing leading-edge DRAM products based on 0.13-micron process technology. ELPIDA'S MAIN DRAM PRODUCTION CENTERS ARE LOCATED AT BOTH NEC Hiroshima and Hitachi Nippon Steel Semiconductor Singapore.>> (my caps) semiconductor.hitachi.com Of course, my posting this is redundant, because you already knew this. Try coming over from the dark side, Dan. From the same PR: "...Development of other higher density SDRAM and DDR SDRAM, as well as Rambus DRAM and Virtual Channel Memory products, is also ongoing...." I smell money, money, money <VBG> BP