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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Paul V. who wrote (27727)	1/15/1999 3:49:00 PM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Tito and Gottfried, Next week after the SEMI BTB, orders and shipment numbers come out I expect AMAT to break the DW double top of $57 as AMAT has another run. I expect the BTB #s to be up. Just my $.02. Paul

To: Paul V. who wrote (27727)	1/18/1999 12:44:00 PM
From: Duker	Respond to of 70976

Samsung accelerates production of initial Rambus DRAMs SEOUL -- Samsung Electronics Co. Ltd. here today said it has begun mass production of high-speed DRAMs based on the wide-bandwidth memory architecture created by Rambus Inc. The Korean memory giant predicts that Rambus DRAMs will be used in 30% of new PCs in 1999, representing a $2.6 billion chip market. After demonstrating early prototypes last year, Samsung said it decided to accelerate its volume production of 72- and 144-Mbit densities of Rambus memories. During the first half of the year, about 500,000 chips will be produced a month--based on what Samsung calls"64-Mbit equivalence" bit volume. By the end of 1999, Samsung said it plans to increase the output to 5 million chips a month. In 1999, Samsung said it expects to complete development of a second-generation Rambus DRAM with next-generation process technology. The new version will be smaller and more price-competitive than the first-generation version. Details of that process were not made available. The Korean chip maker also said it plans to introduce 288-Mbit Rambus DRAM later this year. In the year 2000, the market for Rambus DRAMs will grow to about $13.5 billion, according to Samsung. The company said it is already receiving orders from leading makers of personal computer systems. Samsung also predicted that over half of all memory chips will be based on the Rambus architecture in the early part of the next century. --------------------------------------------------------------------------------