Rambus (RMBS) - Eagle or Penguin Message Board

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

RMBS 91.85

-3.0%

Dec 31 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: spliff who wrote (51547)	8/28/2000 3:37:07 PM
From: Daniel Schuh	of 93625

The high cost of making Rambus direct DRAM (RDRAM) is still causing controversy among memory makers. Micron Technology Inc. and Hyundai have come out strongly in support of the competing double data rate (DDR) technology. Even RDRAM's biggest supporter, Samsung, has said it will never be as cheap as DDR. "DDR has a better cumulative yield," [Samsung VP] Eminian said. "And Rambus is still a more expensive product to produce. We'll never see (the price gap between RDRAM and SDRAM) drop to less than 35 percent. DDR can theoretically go to zero." Compare and contrast: "The price gap has narrowed significantly," said Avo Kanadjian, vice president of worldwide marketing at Rambus. "The RDRAM price has continued to come down in an orderly fashion and we expect that price gap to narrow and be below 20 percent." (quotes from electronicnews.com I guess local hero Avo hasn't informed primary producer Samsung of the 15% royalty the "money for nothing" people will be demanding on DDR. Or something. Cheers, Dan.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next