Ask Michael Burke Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Steve Lee who wrote (76531)	2/25/2000 10:47:00 AM
From: Skeeter Bug	Read Replies (2) of 132070

steve, many things you say are correct and i know this. i also didn't contradict it even though it might have sounded like it. there are complex inter-relations here. a customer will look at the perceived cost / benefit relationship to decide what kind of pc to buy. with little benefit proved in the field, the current excess cost will prohibit demand. you say supply and demand determines pricing then go on to say the price of rdram was high b/c demand was so strong. you bold demand and ignore supply. hmmmmm... a freudian slip? or a knowledgeable hype? my rough guess is that for every 100 chips of dram, maybe 1 is rdram right now. i know of absolutely nobody who owns an rdram box and i know quite a few people purchasing pcs. none are rdram. why are prices high? supply is constrained compared with extremely high mfg costs. how do mfg costs figure in? well, when a new product is released, demand is not a known b/c there has never been a market. the company has to enter the market somewhere so they price it high and see what demand shows up. they then adjust depending on competition (not necessarily just supply). since samsung is the ONLY dram co able to produce rdram in volume (albeit limited), they have pricing control RARELY seen in the dram industry. >>Did you see Samsung's announcement to build a sub $200 PC using exclusively Rambus?<< missed that one. what, 1 meg rdram? i bet we don't see such a box for a long, long time - if ever at all. as for tests, i saw at least two articles that said ddr outperformed rdram in many standard tests. i'll ask earlie if he has the links as i didn't save them.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next