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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.26+3.1%Nov 14 9:30 AM EST
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To: Dan3 who wrote (30228)9/23/1999 10:45:00 AM
From: John Stichnoth  Read Replies (1) of 93625
 
Dan, I've seen two different price "penalties" for drdram, initially.

1. That drdram will cost $250 more per machine, and

2. That drdram machines will cost $100-150 more at the consumer level.

My questions are,

1. Do you agree with these numbers, and

2. What causes the difference in these two estimates? Is it projected that the box makers will be subsidizing drdram? Or, that the installation/utilization costs associated with drdram are easier or cheaper than those projected for sdram pc133? (For instance, related to higher pin count, or board layout differences?)

I'd appreciate your balanced reply.

Best regards,
JS
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