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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: synchro_fan who wrote (21527)	12/1/2000 8:44:52 PM
From: Voltaire	Respond to of 65232

To: richard surckla who wrote (62142) From: richard surckla Friday, Dec 1, 2000 9:48 AM ET Reply # of 62179 BIG NEWS FROM TAIWAN... Big News from Taiwan!! by: oweowedpd 12/1/00 8:57 am Msg: 197447 of 197469 " Samsung, NEC and Toshiba will expand RDRAM production by 20~30% monthly by 2001Q1 to meet P4 demand. Samsung is going to ship 18 million RDRAM in 2001Q1--volume increased by 86%--compared with in 2000Q4." "Samsung RDRAM monthly shipping volume has been increased from 2.75 million October to 2.9 million November, expected to raise to 4 million December, 55% higher than in 2000Q3." "Because RDRAM market is striking back, Samsung has started shipping newly developed 288M RDRAM using 0.17 micron process since November." "Samsung says the prediction of RDRAM shipping volume has taken PS2, P4 PC and server markets into account." "NEC and Toshiba's RDRAM monthly shipping volume are 0.75 million and 1 million, respectively. They both state the shipping volume will be increased by 2001Q1 and currently invest more production facilities for the market." "Hyundai, Micron and Infinion however, are not aggresive because of lawsuit with RAMBUS Inc." .....and more. cited from 1201 yahoo news Taiwan tw.biz.yahoo.com