Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dave B who wrote (77507)	8/15/2001 8:28:17 PM
From: Bilow	Respond to of 93625

Hi Dave B; The Samsung figures were listed in increasing order (i.e. 18%~20%) for every number except the DDR figures. The DDR figures were listed in reverse order (i.e. 17%~10%), and part of my mind read it as (17%~20%). But if it had actually been 17 to 20%, I'd have posted a note the effect that RDRAM and DDR production were now equal. So the error was only in my numbers, not the analysis. RDRAM down, DDR up, and this in the midst of the big P4 push. What does that mean??? What does it mean if RDRAM prices are down, and production is down too? What does that mean to Rambus' income? -- Carl P.S. Still waiting for your spin.