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

To: Don Green who wrote (66936)	3/2/2001 3:20:11 PM
From: gnuman	Respond to of 93625

“The wafer capacity for Rambus was always in place,” said Dieter Mackowiak, senior vice president of sales and marketing at Samsung Semiconductor Inc. “The bottleneck was the back-end testing, because the Rambus test is more intensive. With this agreement, Intel is going to invest an unspecified amount of money into Samsung, and Samsung is going to invest in test equipment.” Got that one right. <VBG> "In a press release Tuesday, Samsung said Intel will support capital expenditure investment required to increase the chip production". <<Seem's odd that Samsung now needs support to put in the infrastructure. They've been forecasting those kinds of quantities for some time now............ I don't know what the throughput is on DRDRAM testers, but I wouldn't be surprised if that isn't part of the equipment Intel is underwriting.>> Message 15421678