Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.69

-0.8%

3:59 PM EST

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To: wily who wrote (27890)	8/27/1999 12:57:00 PM
From: Investartist	Read Replies (2) of 93625

Do I believe in Tate's 10% premium to SDRAM in a year? YES I DO BELIEVE HIS PREDICTION. The key for Rambus adoption into the mainstream market remains driving production costs down to where the market price of RDRAMs is near parity with equivalent SDRAM's. At this time most of the DRAM manufacturere that have been qualified for volume production of RDRAMs are having low yields on full-speed 800MHz parts, resulting in a price premium. HOWEVER, IT IS EXPECTED THAT BY MID-00 THE LEADING DRAM VENDERS WILL HAVE 100% YIELDS. As yields improve it is believed that supply and demand will come into balance in mid-00. This should result in the cost of 128/144Mb RDRAMs to drop below 20% of an equivalent SDRAM. Hyundai believes that OEM demand will accelerate as the price premium falls to 40-50% of SDRAM. Mid 2000 will be an important crossing point for adoption of Rambus into the $1,200-$1,500 rance systems. ALL IS UPWARD FOR RAMBUS!

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