Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.83

+0.8%

3:59 PM EST

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To: The Prophet who wrote (72656)	5/12/2001 1:39:26 PM
From: SBHX	Read Replies (1) of 93625

Prophet, SDR is selling the way it is now because supply is not increasing. If the supply goes up, the price will also rachet down. DDR is the price it is because it has ramped up. The incremental cost of going from SDR to DDR is not significant. If you look at just the pure economics alone, the SDR->DDR switch is the most logical one for SDR fabs. It looks like SDR is on the path to being phased out. Which one of DRDRAM/DDR will take over? I have some thoughts on that. <g> While the slower DDRs are cheap, the price of the faster DDRs (3-4 ns) are still expensive, but these things are selling in the 3D graphics adapters from the high vol manufacturers like nvda and atyt. A typical graphics adapter today is using 32MB DDR, and a high end one is 64MB DDR. This has been going on for at least a year, and has provided a lucrative market for the DDR makers. It was the graphics guys buying DDR that allowed the makers to recoup their costs so quickly. SbH

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