Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: Scumbria who wrote (71436)	5/1/2001 1:05:24 PM
From: Jdaasoc	Read Replies (1) of 93625

Scumbria: It seems quite realistic to expect that the 200% differential will drop to 20% in three months. Using current pricewatchs pricings of $98 vs $ 58 for costs of 128 Mb of RDRAM vs DDR, and current dataquest surveys that average memory delivered on a desktop computer averages 160 MB of DRAM, it is not hard to envision the delta in cost of RDRAM vs DDR per system to decrease from $50-60 today to $25-30 by Sep which will be 20-30% if you don't keep listening to carl's biased rantings. john

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