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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Road Walker who wrote (133481)	4/28/2001 3:14:03 AM
From: Joe NYC	Read Replies (1) of 186894

John, I'm starting to think that Rambus has the lead in volume manufacturing, and that may lead to an on-going price advantage over DDR. You must have misunderstood the numbers Barry posted. These numbers were $/MB (not MB/$), which means the higher the number, the more expensive the part is. A megabyte of Rambus RAM is 80% more expensive than megabyte of the highest quality DDR: PC2-100. If you were to compare the lower quality DDR - PC-1600 that is roughly equivalent to PC-800 RDRAM, you will get approximately 100% premium. This is after Rambus has been around for year and 1/2 in RIMM form, vs. only about 3 months of availability of PC-2100 DDR. It's just hard to find any pro-Rambus arguments other than two and a half benchmarks where it shines (vs. 10s where it stinks). If Intel in fact does end up seeing red in Q2 or Q3, a lot of the credit (blame) will go to the managers who committed to RDRAM. Joe

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