Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: Dave B who wrote (36994)	9/22/2000 3:27:18 AM
From: Bilow	Read Replies (3) of 93625

Hi Dave B; Re the cost (not price) of RDRAM production... Back in February, you quoted Tate as saying: "Tate says that it's currently 40% more expensive to produce RDRAM based on the feedback they're getting from the manufacturers." But in an interview reported yesterday (i.e. Thursday) with On24, a Rambus bigwig quotes the cost adder for RDRAM as currently being 50%. Is the stuff getting more expensive to make, were the memory makers overly confident back in February, or what? (3.6 min video) biz.yahoo.com -- Carl

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