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: Mihaela who wrote (13796)	1/18/1999 3:11:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 93625

Michael a, Thanks for sharing the great news. Regards, Ibexx

To: Mihaela who wrote (13796)	1/18/1999 3:14:00 PM
From: MulhollandDrive	Respond to of 93625

Mihaela, That is fantastic news, thank you for finding that gem. bp

To: Mihaela who wrote (13796)	1/18/1999 3:14:00 PM
From: MileHigh	Read Replies (4) \| Respond to of 93625

OUTSTANDING! Samsung is in the lead.... A service of Semiconductor Business News, CMP Media Inc. Story posted 10:30 a.m. EST/7:30 a.m., PST, 1/18/99 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.

To: Mihaela who wrote (13796)	1/18/1999 3:20:00 PM
From: Boplicity	Respond to of 93625

Cool. Thanks for the great news. I kept telling anyone that would listen that RMBS would be back, it would seem that RMBS will back sooner then I thought. Greg

To: Mihaela who wrote (13796)	1/18/1999 3:26:00 PM
From: TimeToMakeTheInvs	Respond to of 93625

Man, am I glad I did not sell. Too bad I rolled my 95 puts last week! Thank you for posting this news. tim

To: Mihaela who wrote (13796)	1/19/1999 12:55:00 PM
From: mauser96	Read Replies (2) \| Respond to of 93625

The 30% penetration into the PC market by the end of this year is far more than I anticipated, and seems a bit optimistic. Personally I would be happy with 15% Could this news have a impact on the high end PC market? I know I won't be buying a PC now if I can get one with RDRAM 6 or 9 months from now, especially because any increased costs associated with the memory will be balanced by cost reductions in other components. Also the delay in new MSFT software could have the same effect of tending to concentrate high end PC sales to the end of the year. Any comments?