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

To: Guy Peter Cordaro who wrote (17767)	3/25/1999 8:11:00 AM
From: Doug M.	Read Replies (3) \| Respond to of 93625

To all, Mark Edelstone is pounding the table hard this morning. He says everything appears to be on track for a late Q3 launch. He reiterates outperform and $110 target. He says $1.40 estimate for 2000 may be quite conservative if Samsung gets into high gear and meets their own internal expectations. Samsung expects 20% of their overall bit production to be RDRAM by the end of this year. Samsung wants 30 % RDRAM market share next year and they anticipate half of their overall production will be RDRAM by Q4 2000. Samsung is a big player, they control about 20% of current DRAM output - I guess Intel didn't invest $100 million in Samsung for nothing! Says Sony and Intel have a huge vested interest to make sure RMBS is on track and available in mass quantity - they will drive the market. As a result, the most recent version on Camino (Intel's 820 chipset) should come out of the fab in the next month or so. He also says we may look for $8 per share by 2002. Let's see what happens today, Doug