Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 115.32

+0.1%

11:18 AM EST

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To: Scumbria who wrote (39448)	4/9/2000 1:52:00 PM
From: jim kelley	Read Replies (2) of 93625

Module cost is a function of where a technology is on the manufacturing learning curve. The individual RIMM module is likely to be about 10% more to build in equal volume than a corresponding SDRAM DIMM at maturity. In the real world, there are even more factors determining cost. If 55% of the Desktop market is RDRAM and 8% is DDR, it is likely that the RDRAM will be cheaper per module unit than the DDR due to economies of scale. Moreover,engineers do not use module cost as the determinate in system design. They use overall system cost. I would think that you should understand that..... In short your arguments are specious before they fail to take into account all of the facts currently known about these technologies. The rational failure here is in selecting isolated facts to support a predetermined opinion. :)

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