Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: Mohamed Saba who wrote (52535)	9/4/2000 7:16:23 PM
From: Bilow	Read Replies (2) of 93625

Hi all; Rambus' Tate Aug 1999 comments on SDRAM ramp, implies RDRAM ramp is now kind of slow at getting prices down: One-On-One -- Tate on Rambus' future I would expect that by the end of this year, start of next year, [i.e. by 01/01/2000] we should have at least six and probably seven or eight companies in high-volume mass production and shipping. ... But having said that, it's certainly the case that price premiums initially are going to be quite high. Very significant, well over 50% vs. SDRAM, on any comparison. The reasons for that are two. One is demand vs. supply. Back when SDRAM came out, there was a short period of time-three, four, six months-when there was substantial demand in excess of supply. It takes awhile for the industry to gear up when you're switching something as big as a segment of the PC market over to a new memory type. techweb.com Note: At this point in time, eight months after the beginning of 2000, RDRAM modules still carry a 100% cost premium over SDRAM modules, and there are still only two companies in high volume shipment of RDRAM: Toshiba and Samsung. -- Carl

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