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: Daniel Schuh who wrote (43913)	6/9/2000 10:01:00 PM
From: Jdaasoc	Read Replies (2) of 93625

Dan: Do you think that if Intel takes some of the profits from selling it's MU stock and buys enough Kingston's RIMM's to bundle RDRAM with all it's VC820 and OR840 boards that the prices of SDRAM and RDRAM will become much closer in price. SDRAM would be hit with an immeadiate "shortage" if production was switched from SDRAM to RDRAM just like abortive RDRAM rampup last summer followed by earthquake. Prices for SDRAM would skyrocket by 100% to at least $250 for 128 MB. The RDRAM manufacturers would probably not lower their price if all their RDRAM production was sold out at higher levels of production. The cheapest I see PC600 non-ECC RIMMs are $300. That is as equal in price as I could imagine. However, PC sales would fall throught the floor if DRAM doubled in price. john

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