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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 97.25+1.0%2:29 PM EST

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To: The Prophet who wrote (69140)4/2/2001 11:44:31 PM
From: Bilow  Read Replies (5) of 93625
 
Hi The Prophet; About that bet that RDRAM wouldn't get within 36% of DDR pricing over SDRAM...


Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM-DDR
03/26/01 $46.20 $188.40 $306.20 +307% +562% +255%
03/29/01 $47.40 $186.80 $306.20 +294% +538% +244%
04/02/01 $45.20 $164.00 $293.20 +263% +549% +286%


Maybe it wasn't such a good idea to take this sort of a bet with a guy who's been specifying DRAM into products for 15 years. For further insight into the current situation, and why the trend is already severely against you, read the following four posts: #reply-15329994 , #reply-15441977 , #reply-15355134 and #reply-15330514 .

Oh, and by the way, there are now 190 DDR motherboard SKUs on PriceWatch. A few weeks ago when there were only 125 I asked "Any bets on when the number of DDR motherboard SKUs will be double that of RDRAM motherboards?" #reply-15497270 and jr_not_ewing responded "NEVER" #reply-15497346 . Now the question is when there will be three times as many DDR motherboard SKUs on PriceWatch as RDRAM motherboard SKUs, and the answer appears to be around a few weeks from now or so. And all this is before the roll out of the VIA, SiS, ALi and Intel DDR chipsets for the P4.

-- Carl

P.S. Data sources:

Old Data: #reply-15586173

New Data:
4/02/01
PC133: $ 45, 45, 45, 45, 46 --> $ 45.20
PC2100: $104, 178, 179, 179, 180 --> $164.00 +263%
PC800: $289, 291, 292, 297, 297 --> $293.20 +549%

pricewatch.com
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