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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 93.81+1.6%12:47 PM EST
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To: Jdaasoc who wrote (58914)10/26/2000 3:30:11 PM
From: Tenchusatsu  Read Replies (1) of 93625
 
John, <systems vendors will expect DDR memory to cost nearly the same price as SDRAM.>

I think this all goes along with the "evolutionary, not revolutionary" theme that both AMD and Via seem to have adopted.

<So much for windfall profits for the MM if memory market stays soft and they adopt DDR memory in large volumes.>

Who said this? If anything, DDR's acceptance will be gated by the rate at which PC133 becomes obsolete, not driven by high hopes of profit margins.

Tenchusatsu
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