Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.70

+5.8%

1:04 PM EST

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To: The Prophet who wrote (70536)	4/19/2001 8:18:27 AM
From: gnuman	Read Replies (1) of 93625

Prophet, re: Am I correct that upon moving to 256 mb technology, 5 chips will be required for 128 MB of RDRAM, If so, does that mean we fall below 50 cents a MB? 256Mb only requires four chips. For 2001 Samsung is predicting $10.00 for 128Mb later this year. (Requires 8 chips for 128MB). At the chip level this would be $0.63/MB. The impact of 256Mb will probably be felt in 2002, and I think they will eventually bring the price down well below 50 cents/MB. "With the increased supply and demand of Rambus DRAM, its price per unit will drop to US$10 level in the latter half of this year from the current $15 to $16 and the market will grow further," a Samsung source said.. An SDRAM will also show considerable reduction in price/MB as volumes move to 256Mb devices. (Moore's Law). They will also benefit more from the much larger volumes produced. (~10X RDRAM in 2002). And of course the consumer sees price/MB at the module level. JMO's

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