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

To: Bilow who wrote (65494)	2/7/2001 12:15:58 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Hmmm, a conference sponsored by Via. The only possible surprise in the comments you posted would have been if they hadn't said that DDR was going to take over the world. They've certainly demonstrated a ton of success in the three months since the DDR launch. Oh, wait, maybe not all of the attendees agree that DDR will take over the world... At present, Kang said Samsung is ready to ramp up quickly for DDR, which uses a manufacturing process similar to the one for SDRAM. Yet Samsung is far from abandoning its top position as a supplier of Rambus DRAM. The improved performance achieved by systems using Intel's Pentium 4 processor and dual-channel Rambus DRAMs, and the fact that an Intel DDR-enabled chip set will not be available until at least the fourth quarter has raised speculation that Rambus demand may be better than expected this year. "The ramp up into the PC market with the Pentium 4 is going to be — according to [Intel] — the fastest and the steepest in their history," Kang said. "So for the time being, as the only memory solution for Pentium 4, Rambus will ramp very quickly this year." Samsung, which said it owned 50 percent of last year's market for Rambus DRAM, recently developed an "affordable" version of the proprietary memory architecture. That chip uses a four-bank configuration similar to that of an SDRAM, and is manufactured with a 0.17-micron process that slices at least 20 percent of production costs, the company said. As for the rest of the article, it sounds like more promises to me. Check with Scumbria -- he's got a million of them.