Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.65

-0.2%

11:22 AM EST

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To: Dan3 who wrote (27225)	8/17/1999 5:34:00 PM
From: Tenchusatsu	Read Replies (2) of 93625

Dan, I doubt that DRDRAM will have a price premium of $100 over SDRAM by the time Timna is released. PC100 SDRAM costs $50 to $70 right now for 64 MB, depending on the vendor and the brand name. No one, especially Intel, is stupid enough to support DRDRAM in the low-end if the price premium is that high. I'm hoping that the price premium will by $25 by the time Timna is released. That will make DRDRAM a much more viable alternative to PC100 SDRAM (which itself should go down to $40 by that time). Then the price gap will narrow as DRDRAM production continues to ramp up. Tenchusatsu

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