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

To: MileHigh who wrote (15124)	2/5/1999 2:43:00 PM
From: REH	Read Replies (1) \| Respond to of 93625

Samsung: ''We now produce 500,000 units of the Rambus chips a month. But the output will increase to five million in July,'' Chung said. ''Then the new chips will account for about 50 percent of our semiconductor sales this year.'' Sales in 1999 expected to be 21 to 22 trillion won. This equates to approx 18 to 19 US billion. 35% is from memory chips. That means based upon the 50% RDRAM figure they cited, RDRAM sales in 1999 will exceed 3 bill. Compare that to analysts estimates and get a positive surprise. No wonder MU seems worried. reh/long