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

To: REH who wrote (15667)	2/18/1999 2:05:00 AM
From: Alan Hume	Respond to of 93625

Hi REH; Interesting article, but I am not sure what to make of it: "-Worldwide production of Direct Rambus DRAM chips (DRDRAMs) is projected at 186 million 64-megabit-equivalent units in 1999, according to a Nikkei Marketing Access survey." This sounds excellent news on the face of it , as the 64/72 configuration chips are specifically those I believe that are required for 600Mhz RDRAM's. But then I about the truth of the article later on where it says " According to the survey, South Korea-based Samsung Electronics Co. will supply about 30% of the DRDRAMs made in 1999. Micron Technology Inc. of the U.S. and LG Semiconductor Co. of South Korea will follow at 18% each, trailed by Japanese firms such as Toshiba Corp. (6502) and NEC Corp." You may know better than I, but I thought that MU would not really crank until Q1 00, and then with 128mhz chips. Somewhere, someone is mixing apples with pears, perhaps me?? Alan