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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: mishedlo who wrote (52794)9/7/2000 7:37:58 PM
From: mishedlo  Read Replies (1) of 93625
 
While the price of Rambus RIMMs remains dependent on where you buy and in what quantity you buy it, a major manufacturer of modules for both the SDRAM and Rambus market told The Register today that availability of parts is good and the price continues to drop.

John Trolle, CEO of MCT in Denmark, a firm which makes and sells modules in Europe, Asia and the US, said: "Price on Rambus memory is coming down and SDRAM is stabilising and even going up a little bit."

Trolle said that his company estimated that by the first quarter of 2001, there would be a "very small" price premium between the parts. At that time, Rambus [memory] will take off, he said.

However, he added that this was somewhat dependent on motherboard manufacturers. While Intel has its own reference platform for OEMs and also a boxed motherboard (the Garibaldi) in the offing, some third parties have expressed reluctance to move to the first iteration of the Pentium 4, which has a different pin count than one expected in Q2 next year.

Trolle said availability of Rambus memories is now good. "We're shipping, and we can ship now, which was not the position three months ago," he said. ®

theregister.co.uk
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