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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.72+5.2%3:59 PM EST
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To: Bilow who wrote (61254)11/15/2000 4:40:38 AM
From: The Prophet   of 93625
 
You forget one thing, Bilow: manufacturing efficiencies are driving the price of RDRAM down, whereas supply/demand is driving SDRAM down. When the supply/demand imbalances swing back, SDRAM prices will rise as RDRAM continues to fall. My guess is that by mid 2001, we should see RDRAM PC800 in the 1.50 range, with SDRAM near 1.00.
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