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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.71+0.6%Dec 9 3:59 PM EST
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To: Bilow who wrote (73057)5/16/2001 6:27:08 PM
From: blake_paterson  Read Replies (1) of 93625
 
I think you've failed to understand how cheap DDR is to manufacture, and you have therefore failed to appreciate how quickly it would drop in price. You've also failed to appreciate the effect that the number of suppliers have on the prices of RDRAM and DDR, and you've also failed to appreciate Micron's motivation for deliberately driving DDR prices down, exactly like they announced they would.

I think he fails to understand how much Micron is willing to sell DDR at prices below its' COGS.

BP
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