Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 122.10

+5.5%

2:06 PM EST

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To: Joe Donato who wrote (42519)	5/18/2000 10:22:00 PM
From: Jdaasoc	Read Replies (1) of 93625

Joe: 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. As long as Intel is selling out processor production, SDRAM will continue to be marginally profitable at about $50 per 64 MB. If there is slowdown in DRAM consumption sometime in early summer and SDRAM prices dropped to between $25-30 like last June, then RDRAM will start to look very profitable to DRAM manufacturers. The big difference this year is that we have processors ands chipsets to mate with RDRAM coming off fabs. However, one can't predict that SDRAM prices will crash to below cost of production any time soon. john

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