Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 124.49

+7.6%

3:59 PM EST

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To: jim kelley who wrote (42510)	5/18/2000 9:21:00 PM
From: Joe Donato	Read Replies (2) of 93625

Jim, they will build RDRAM if their risk is insured and as long as they can make AT LEAST as much money as they would have if they had made SDRAM. Remember from the manufacturer's point of view, it's the amount of REVENUE per Wafer & the amount of TIME through the FAB. With RDRAM yielding poorly to 800Mhz, the problem is what are the slower yielding parts worth. How much total revenue per wafer is this worth (relative to a wafer of SDRAM whose price is rising). Also, with regards to the TIME issue RDRAM is much more difficult to handle and test - it creates a bottleneck through the backend thus costing even more - for example the trade off might be 2 SDRAMs packaged and tested for every 1 RDRAM - this exacerbates the cost structure even more since there is a multiplicity effect on the number of SDRAMs that they could have put in the market. Joe

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