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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.35-0.4%Nov 25 3:59 PM EST

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To: mishedlo who wrote (55174)9/26/2000 2:47:40 AM
From: Bilow  Read Replies (2) of 93625
 
Hi mishedlo; You can go to smsperling and get the data yourself, [ members.home.com ] but not yet for DDR. It will be quite some time before DDR shows up on the list. RDRAM came out in Sept 1999, but note that the smsperling data doesn't start until Feb 2000. I would think that DDR will have a shorter ramp time, at least all the prognosticators are saying that now, but on the other hand, RDRAM had Intel behind it, so you will probably see DDR added around February to April.

I didn't have any particular reason for collating the PC800 to PC133 ratio, it is just that they are the most expensive, but also most common for comparable production lines. I wouldn't be at all surprised if the PC600 and PC700 parts are down binned by the memory makers in order to keep PC800 prices high, just as AMD and Intel commonly do. [Down binning is the kind of thing that can only happen in a monopoly situation, if there were more memory makers producing RDRAM there would be no profit in down binning the stuff. I wonder if anyone has pried the heat sink off of a PC600 RIMM just to see what the parts inside are marked, or if that is even possible.] PC133 CL2 is not a category that he records, and in addition, it has only been available in the last few months (and only from a few places), so it wouldn't provide a very good data series. But the bulk of RDRAM production on modern lines is supposed to be PC800, while the bulk of SDRAM production on modern lines is supposed to be PC133, so they are a reasonably fair test.

But if you feel like making up other averages, go for it, the raw data is available free.

-- Carl
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