Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.20

-3.3%

Nov 20 3:59 PM EST

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To: mishedlo who wrote (50532)	8/21/2000 8:55:16 AM
From: gnuman	Read Replies (2) of 93625

RIMM availability, demand and pricing. There is so much conflicting information floating around I doubt that anyone on this or the Yahoo thread has any idea what's really happening. I know I don't. <g> On June 22 the world's leading producer of RDRAM, Samsung, reported shipping their 10 millionth RDRAM. rambusite.com That was from inception in 1999 so I would conclude fewer were shipped in the first half of this year. If one discounts the Toshiba product for PSX2, indications are fewer than 15 million RDRAM devices were shipped in first half for PC's and WS's. (Based on my memory of Samsung's claims of market share for RDRAM in first half). In fact, weren't there reports Intel purchased a number of those parts because of the 820 MTH problem? And those were for original purchases of DIMM based machine's. IDC reports that 1H work station shipments were impacted by RIMM shortages. But in reality is it limited availability on lower than expected demand? There are a number of reports of significant declines in RIMM prices recently. But what are those assumptions based on? While Pricewatch show's PC800 below $260.00 from some vendors, the Mean price on their web site appears to be on the order of $400.00. And if you go to the Kingston or Dell web site, you find prices well above $500.00 for PC800 upgrades for the OptiPlex or XPS B products. (If you can get them). As I previously posted, a 128MB PC800 for OptiPlex from Kingston was $566.00. And if you go to DELL's Gigabuys site, they list a 128MB PC800 upgrade for the XPS B from Viking for $549.00. (Temporarily unavailable). It's interesting that DELL currently has no Viking product to sell for $549.00. gigabuys.us.dell.com To me the information is very conflicting. Clearly demand exceeds supply, and the chip makers are increasing RDRAM production. (Partly in anticipation of Intel's P4). But the question for me is, is there limited availability for lower than forecast demand? JMHO's of course, and I welcome any and all comments.

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