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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.69+0.6%1:53 PM EST

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To: Dave B who wrote (28424)9/2/1999 1:59:00 AM
From: Dan3  Read Replies (1) of 93625
 
Re: The implication is that RDRAM will cost twice what DDR costs

So far, it's more than that, capacity is limited, and unless it totally dies in the marketplace that's where it'll be for awhile. Those Dell releases that have some people so excited include prices for RIMMs.

Towards the end of next year it will be around a 50% premium or maybe a little less.

SDRAM is coming down pretty fast, the Rambus cost reductions will face a moving target.

Dan
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