Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 102.53

+3.7%

3:27 PM EST

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To: Dave B who wrote (73593)	5/24/2001 7:43:28 PM
From: Bilow	Read Replies (1) of 93625

Hi Dave B; Re: " The next question, on which we may agree or disagree, is how elastic the demand is for DDR. Just because someone forces the price of a product down does not mean that volume will increase significantly." I agree with you, in that Micron's lowering DDR pricing will not increase sales of DDR by much, at least in the very short term. The fact is that DDR doesn't do much for the Piii, and the Athlon doesn't have that much market share. The ramp for DDR volumes won't occur until the P4 has DDR chipset support. But unless DDR is cheap at that time, that ramp could be delayed a good bit. Thus Micron's move. -- Carl

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