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

To: Scumbria who wrote (65683)	2/9/2001 7:42:51 PM
From: Don Green	Read Replies (2) \| Respond to of 93625

Toshiba, NEC To Boost RDRAM Production For P4 By Steven Fyffe, Electronic News Feb 09, 2001 --- Toshiba Corp. is planning to triple its direct Rambus DRAM (RDRAM) output by the third quarter while de-emphasizing its commodity DRAM lines. Tokyo-based Toshiba is hoping to capitalize on the remaining months of this year when Intel Corp.’s Pentium 4 will be totally dependent on RDRAM, said Jamie Stitt, DRAM business development director at Toshiba America Electronic Components Inc. (TAEC), Irvine, Calif. Santa Clara, Calif.-based Intel (nasdaq: INTC) has said it will introduce its Brookdale chipset, which will allow the P4 to work with standard SDRAM, around the third quarter of this year. Toshiba will reassess its commitment to RDRAM when that happens, Stitt said. But Intel is notorious for missing its chipset release deadlines, he added. “Nobody is going to want to produce Rambus and sell it at the same price as PC 133 (SDRAM),” Stitt said. The number of RDRAM chips coming off Toshiba’s lines should peak at 8 million per month in September when demand for RDRAM is expected to hit its ceiling, Stitt said. Long-time Rambus (nasdaq: RMBS) supporter NEC Corp. is also considering beefing up its RDRAM production, according to reports from Japanese news services. “To be honest, they would be pretty stupid not to at this point,” Stitt said. With DRAM prices in a slump, the high average selling prices (ASPs) and margins on RDRAM make it an attractive option for companies that can achieve good yields.

To: Scumbria who wrote (65683)	2/10/2001 1:15:17 AM
From: Don Green	Read Replies (1) \| Respond to of 93625

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