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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.72+5.2%Nov 24 3:59 PM EST

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To: Bilow who wrote (56795)10/9/2000 3:39:37 PM
From: Bilow  Read Replies (1) of 93625
 
Hi all; Weekly update on RDRAM/SDRAM pricing trends. Data from smsperling, PC800/PC133:
members.home.com

RDRAM pricing is stabilizing while PC133 continues to drop, with a 5% down move to below $1.00 today. If I had to hazard a guess, I would say that PC800 price drops will have to wait until after Intel gets rid of the Rambus only chipset for the P4. The latest figures show PC800 181% more expensive than PC133, at $2.799 and $0.997, respectively. This is the highest the ratio has been since the week of July 3, over 3 months ago. The drop in MU's stock price has undoubtedly been a consequence of the price movement in SDRAM.

10/09/00 181%
10/02/00 162%
9/25/00 153%
9/18/00 144%
9/11/00 141%
9/04/00 140%
8/28/00 158%
8/21/00 157%
8/14/00 162%
8/07/00 151%
7/31/00 162%
7/24/00 161%
7/17/00 162%
7/10/00 174%
7/03/00 186%
6/26/00 193%
6/19/00 222%
6/12/00 234%
6/05/00 272%
5/29/00 295%
5/22/00 338%
5/15/00 333%
5/08/00 324%
5/01/00 313%
4/24/00 340%
4/17/00 351%
4/10/00 417%
4/03/00 495%
3/27/00 559%
3/20/00 591%
3/13/00 562%
3/06/00 514%
2/28/00 560%


-- Carl
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