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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 113.83-6.4%Jan 30 9:30 AM EST
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To: Dave B who wrote (43241)6/1/2000 12:21:00 AM
From: pompsander  Read Replies (1) of 93625
 
If the proposed shortage of SDRAM materializes and price increases, this is supposed to be bad for RDRAM. Or so I have read. However, it could closet he price gap between the two, which is narrowing weekly, it seems. So, isn't tight SDRAM supplies (and subsequent higher prices) good for RDRAM by making the price issue less critical on a relative basis?

I understand that solid SDRAM pricing allows fabs to make better margins on that product, but it should also allow for retention of excellent margins on RDRAM, right? So, the fabs win by producing any form of memory. If the cost differential between an RDRAM system and an SDRAM system closes to 25%, where does this leave new, possibly initially higher priced DDRDRAM?
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