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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.53+0.7%Nov 28 12:59 PM EST

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To: Bilow who wrote (73087)5/17/2001 10:53:44 PM
From: Bilow  Read Replies (2) of 93625
 
Hi all; Update on the DDR and RDRAM pricing trend...

Date     SDRAM   PC2100  PC800  PC2100 PC800  RDRAM/DDR
03/26/01 $46.20 $188.40 $306.20 +307% +562% 1.625
03/29/01 $47.40 $186.80 $306.20 +294% +538% 1.639
04/02/01 $45.20 $164.00 $293.20 +263% +549% 1.788
04/04/01 $45.20 $152.60 $293.20 +238% +549% 1.921
04/06/01 $45.00 $142.60 $285.00 +215% +533% 1.999
04/08/01 $45.00 $140.40 $277.40 +212% +516% 1.976
04/09/01 $45.00 $137.80 $281.60 +206% +526% 2.044
04/10/01 $44.60 $132.20 $274.40 +196% +515% 2.076
04/12/01 $43.20 $125.80 $268.00 +191% +520% 2.130
04/13/01 $43.00 $118.40 $263.00 +175% +512% 2.221
04/17/01 $42.00 $119.40 $257.80 +184% +514% 2.159
04/19/01 $42.00 $117.80 $258.20 +180% +515% 2.192
04/21/01 $41.40 $114.80 $248.80 +177% +501% 2.167
04/23/01 $40.00 $114.40 $246.00 +186% +515% 2.150
04/24/01 $42.00 $113.20 $236.60 +170% +463% 2.090
04/25/01 $41.00 $113.20 $234.80 +176% +473% 2.074
04/26/01 $40.20 $110.40 $231.60 +174% +476% 2.098
04/27/01 $39.80 $105.20 $230.80 +164% +480% 2.194
04/28/01 $39.60 $108.60 $229.20 +174% +479% 2.110
04/30/01 $39.40 $108.00 $224.80 +174% +471% 2.081
05/01/01 $39.00 $107.40 $221.80 +175% +469% 2.065
05/02/01 $39.00 $104.20 $215.60 +167% +453% 2.069
05/03/01 $39.00 $102.80 $215.40 +164% +452% 2.095
05/04/01 $39.00 $100.80 $211.40 +158% +442% 2.097
05/06/01 $39.00 $ 98.80 $210.40 +153% +439% 2.130
05/07/01 $39.00 $ 98.40 $210.00 +152% +438% 2.134
05/08/01 $39.00 $ 97.60 $204.00 +150% +423% 2.090
05/09/01 $38.80 $ 94.40 $200.00 +143% +416% 2.119
05/10/01 $39.00 $ 91.60 $198.60 +135% +409% 2.168
05/11/01 $39.00 $ 90.40 $198.60 +132% +409% 2.197
05/14/01 $38.60 $ 88.20 $198.40 +128% +414% 2.249
05/15/01 $37.60 $ 84.00 $197.40 +123% +425% 2.350
05/16/01 $37.20 $ 79.20 $197.20 +113% +430% 2.490
05/17/01 $36.80 $ 75.20 $193.20 +104% +425% 2.569


Anybody should be able to see the trend by now: In the race to price parity, DDR is beating the stuffing out of RDRAM.

-- Carl

P.S. Old data: #reply-15811520

New data from pricewatch:

05/17/01 (348 DDR MB SKUs)
PC133: $ 35, 36, 36, 38, 38 --> $ 36.80
PC2100: $ 74, 75, 75, 76, 76 --> $ 75.20 +104%
PC800: $188, 194, 194, 195, 195 --> $193.20 +425%
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