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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: Tenchusatsu who wrote (27227)8/17/1999 10:38:00 PM
From: Cirruslvr  Read Replies (1) of 93625
 
Tench - RE: "That will make DRDRAM a much more viable alternative to PC100 SDRAM (which itself should go down to $40 by that time)."

When Intel announces support for PC133 RAM at the IDF, which articles have practically assured, PC100 and PC133 prices will be sure to drop significantly over the coming months because of the potential PC133 volume.

And if OEMs can use the cheaper PC133 RAM, they will be slower to move to RDRAM, especially if they want their top of the line PIII systems to be able to sell alongside Athlon systems. This will slow down the drop in RDRAM price, even if production goes up significantly.

So depending on the time Timna comes out, a price gap may still be pretty large between PC133 and DRDRAM.
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