Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: jim kelley who wrote (41811)	5/9/2000 1:13:00 PM
From: Bilow	Read Replies (2) of 93625

Hi jim kelley; Re SDR and DDR prices for comparable products... Actually, the pricewatch page pointed out by milo_morai underestimated the price difference between SDRA and DDR GeForce graphics cards. (Sorry I didn't catch it sooner.) Here is a more representative page, from BayAreaMicro: computerhq.com Asus Deluxe GeForce 256 SDR $281 Asus Deluxe GeForce 256 DDR $384 Asus Pure GeForce 256 SDR $215 Asus Pure GeForce 256 DDR $275 Elsa GeForce 256 SDR $217 Elsa GeForce 256 DDR $276 Guillemot Hercules 3D Prophet DDR-DVI $248 Guillemot Hercules 3D Prophet SDR $198 And, in fact, Guillemot suggests a $50 difference between its SDR and DDR GeForce cards: guillemot.com The $50 difference is not surprising, given the great press that the DDR boards have been picking up. Clearly the cost of the DDR chips is some part of that $50. Assuming even a 50% CGS, the $50 difference would be $25 per card. Over four chips, the cost difference to the maker is around $6. Given that memory chips of this size generally sell for around $12, we get that DDR chips are selling for a price premium of around 50%. This is quite reasonably low, for a brand new technology, and my estimates are undoubtedly over estimates. The website claims that they have Geforce2 boards, but I doubt it, it seems a bit early: Elsa Erazor GeForce 2 32MB AGP Retail Box $399 A bunch more Geforce2 boards are "due in": Asus V7700 Deluxe Geforce 2 32MB AGP $450 Asus V7700 Geforce 2 32MB AGP $399 Guillemot Hercules 3D Prophet II GTS 32MB $371 Leadtek Winfast Geforce2 GTS 32MB $371 -- Carl

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