Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 97.75

-0.3%

9:34 AM EST

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To: sylvester80 who wrote (57376)	10/11/2000 9:28:12 AM
From: Bilow	Read Replies (2) of 93625

Hi sylvester80; Great news for RDRAM that it got cheaper in the past 4 weeks. Problem is that SDRAM got cheaper faster. You're ignoring the other part of the pricing problem, the alternative memory price. That's why I've been charting the RDRAM/SDRAM ratio, rather than just the RDRAM. What RDRAM had to do was to catch up with SDRAM's price, not catch up to where SDRAM used to be priced at. It is clear to everybody in the industry (and most of wall street too) that DDR will take the place of RDRAM as the next memory standard. Sure you can say that RDRAM will take over in 2003, but the fact is that trends that far out are impossible to predict with any accuracy at all. Embedded is more likely then. Since RDRAM is dead, the price swings don't matter much anymore, it's a niche memory. But I'll update the PC800/PC133 ratio on Monday anyway. As of yesterday, the ratio had just set another new 3-month high. -- Carl

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