Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.04

+1.8%

3:59 PM EST

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To: Bilow who wrote (69542)	4/3/2001 1:50:15 AM
From: The Prophet	Read Replies (2) of 93625

Bilow, you are hysterical. You will definitely lose our bet, and probably much sooner than you ever imagined. On pricewatch.com, RDRAM is now selling for roughly what SDRAM was selling for just a few months ago. The price delta is diminishing rapidly, and this is occurring well before any other DRAMurai ramp up and before the P4 starts to accelerate in clock speed. MU is selling DDR much lower than the market would otherwise bear in order to create an artificial transition to DDR. This will have the paradoxical effect of forcing other DDR producing DRAMurai to keep DDR pricing low, and therefore will encourage them to produce better-margin RDRAM. You may understand engineering (though I have my doubts), but as I have said before you are a communist and do not understand free markets.

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