Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Scumbria who wrote (39966)	4/15/2000 1:29:00 PM
From: Zeev Hed	Read Replies (2) of 93625

Scumbria, you may want to look at the trend of the price, not a fixed point in time, last week for the first time that I have watched RDRAM prices, we had a 25% decline (the largest weekly decline before that I believe was in the 6% range. Mind you, the prices still bear a large premium over SDRAM, but the trend is right. It is quite possible that 80% of the 820 chipsets were shipped so far with SDRAM due to scarcity of RDRAM (with Sony picking up so much of available capacity). By the way, where do you have that 80% from, I did not see this data point. Zeev

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