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To: Alan Hume who wrote (13917)	1/20/1999 7:15:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

hi alan, there are basically 20 dram mfrs. 2 are combining, so let's say 19. 15 of them ,representing over 90% of total production, have announced they will produce rdram in volume this year. some have started..samsung, kingston and a coupla others. the rest are coming in q2, 3 and 4. mu and samsung alone may end up with 50%+ of the rdram market. rdram is a profitable product with a high unmet demand. as i said previously, the mfrs will move to meet the demand. they have to; they are starving for profits. intel's gift of $500m to mu forced the koreans to quit dragging their feet or miss the bus. i believe that by end of summer vast rdram production capacity will be in place. thereafter, consumer demand will drive the bus. once the promo starts the demand will come. who do you know that doesn't want a faster computer? unclewest

To: Alan Hume who wrote (13917)	1/20/1999 7:16:00 AM
From: unclewest	Respond to of 93625

a little news. see bottom. Tanisys Technology Announces First Quarter Operating Results;Higher Revenues and Reduction in Net Loss Bode Well for 1999 Fiscal Year AUSTIN, Texas, Jan. 19 /PRNewswire/ -- Tanisys Technology, Inc. (Nasdaq: TNSU), a leading supplier of build-to-order (BTO) custom products for PC manufacturers, today announced operating results for the first quarter of its 1999 fiscal year. For the three-month period ended December 31, 1998, total net revenue increased 33.5% to $12.9 million, compared with $9.7 million in the first quarter of FY1998. Gross profit declined to $2.0 million in the most recent quarter, compared with $2.2 million in the prior-year quarter. The Company reported a loss applicable to common shareholders of $0.08 per share in the first quarter of FY1999, including the amortization of the preferred stock beneficial conversion feature and preferred stock dividend as shown on the following schedule, compared with a loss of $0.08 per share in the year-earlier period. The Company would have reported a loss of $0.04 per share in the first quarter of FY1999 if the preferred stock beneficial conversion feature and the dividends were not included, a 50% improvement from the $0.08 per share of the prior period. The total net revenues for first quarter FY 1999 increased 41% to $12.9 million over the $9.2 million in the fourth quarter of FY 1998. For the same two periods, operating cash flow improved by $.7 million, to a net operating cash loss of $.4 million from $1.1 million. "We were very pleased with Tanisys' impressive growth in first quarter revenues and unit volume, when compared with the prior-year period," commented Charles T. (Chuck) Comiso, President and Chief Executive Officer of Tanisys Technology, Inc. "Revenues increased by $3.2 million, primarily reflecting the Company's established position in support of the industry's BTO model. We are experiencing dramatic growth at our Austin and European manufacturing facilities and are continuing to institute new agreements with world-class customers to build memory modules for the BTO model in the U.S. and abroad. This growth, combined with the cost and expense controls which management has implemented, translated into a 42% reduction in net loss for the first quarter, which substantially exceeded the percentage improvement in revenues. The continuation of these trends in our BTO memory module activities, plus the roll-out of the RAMBUS(TM) memory modules and the DarkHorse test solutions for the RAMBUS modules, should combine to make fiscal 1999 a year of great progress for Tanisys Technology." Tanisys Technology, Inc. is a leading provider of customer-driven, quality computer products, as well as technical and logistical services to the electronics industry. Its outsourcing services include production order management and fulfillment. The Company's standard products include the market-leading DarkHorse memory testers (SIGMA3, SIGMA2, SYNCLC and SIGMALC), memory modules and Tanisys Touch patented technology. For more information, visit Tanisys Technology's Web site at tanisys.com. The Company is headquartered in Austin, Texas and its common stock trades on Nasdaq under the symbol "TNSU." This press release includes statements that may constitute "forward-looking" statements, usually containing the words "believe," "estimate," "project," "expect" or similar expressions. These statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements inherently involve risks and uncertainties that could cause actual results to differ materially from the forward-looking statements. Factors that would cause or contribute to such differences include, but are not limited to, continued acceptance of the Company's products in the marketplace, competitive factors, new products and technological changes, product prices and raw material costs, dependence upon third-party vendors, and other risks detailed in the Company's periodic report filings with the Securities and Exchange Commission. By making these forward-looking statements, the Company undertakes no obligation to update these statements for revisions or changes after the date of this release.

To: Alan Hume who wrote (13917)	1/20/1999 7:25:00 AM
From: unclewest	Respond to of 93625

sure hope everyone takes this course at intel u. see first paragraph. developer.intel.com

To: Alan Hume who wrote (13917)	1/20/1999 7:31:00 AM
From: unclewest	Read Replies (2) \| Respond to of 93625

samsung going gungho for rdram. of course we already knew that. we should market this thread to rmbs as their pr division. unclewest January 20, 1999 (Hong Kong) -- Samsung Electronics Co., Ltd. of Korea began mass producing Rambus DRAMs, a new standard memory device that is expected to replace synchronous DRAM microchips. The Rambus DRAM is projected to be used as main memory in 30 percent of new PCs sold in 1999. The worldwide Rambus DRAM market is forecast to reach US$2.6 billion in 1999, and increase to US$13.5 billion in 2000. This year, Rambus DRAM chips and synchronous DRAM chips will both be used as main memory solutions. However, as of 2000, the Rambus DRAM is expected to become the principal device for PC main memories. Samsung Electronics is mass producing 72Mb and 144Mb Rambus DRAM microchips. Monthly output of 72Mb and 144Mb Rambus DRAMs will be around 500,000 microchips in the first half of 1999. But as the market firms up in the second half, the company aims to expand output to 5 million chips a month. Samsung Electronics said it completed development of its 72Mb Rambus DRAM in July 1998, followed by the 144Mb Rambus DRAM in November 1998. Also, the company said its new mass-produced devices satisfy all the latest specifications for Rambus DRAMs. In December, Samsung shipped 72Mb-based Rambus DRAM modules to leading PC OEMs in the United States and Europe. It said those modules operated flawlessly in the PC environment according to customers and Rambus Inc. The company then decided to accelerate the initial production schedule and increase the volume of output. Samsung Electronics expects to complete development of the second-generation Rambus DRAM with next-generation process technology within 1999. The new version will be smaller and more price-competitive than the first-generation version. The company later plans to introduce a 288Mb Rambus DRAM, a Samsung official said. (Keith Chan, Asia BizTech Hong Kong Editor)