Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Jdaasoc who wrote (58684)	10/24/2000 8:43:56 AM
From: Bilow	Read Replies (1) of 93625

Hi Jdaasoc; I'm sure you know more about the prices for these things than I do. My objective here is to have a decent time series that gives an indication of whether or not RDRAM is coming down in price to SDRAM levels. Eventually, I'd like the same thing with DDR. My expectation is that we will eventually see a RIMM penalty of around 50 to 100%. What prices would you suggest I use? As you know, I've been comparing PC800 to PC133 prices from smsperling, which undoubtedly include more ECC type memories in the RDRAM series than in the SDRAM series. Do you have a historical set of prices for your suggestion? -- Carl P.S. The DDR for servers you're talking about is the "registered" variety, and I would expect to see it remain at a premium over SDRAM. IBM is pushing that technology. None of the DDR offered (to hardware developers) on the Crucial site are registered. Those Crucial memories are pretty reasonably priced, compared to the Crucial SDRAM.

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