Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 97.25

+1.0%

2:29 PM EST

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To: Dave B who wrote (73234)	5/18/2001 10:26:46 PM
From: Bilow	Read Replies (1) of 93625

Hi Dave B; Re: "I assume, then, that you missed Don's post that said that Crucial has just priced them [DDR and SDRAM] at parity?" Of course I am aware of Crucial's pricing. The meaning of this is that DDR is as cheap as PC133 at Crucial. That is not the same as saying that DDR is as cheap as PC133. In fact, I've been charting cheapest prices for 2 months from PriceWatch, and my data show that DDR is still around twice the price of SDRAM. Re: "Except that you just (implicitly) said that the performance benefit for DDR is miniscule. It doesn't sound as if this is what they want/need." [In reply to my note that "Until then, DDR will only be bought by speed demons"]. It is in the nature of speed demons that they care about minuscule differences in speed. That's why the people who publish the benchmarks give data to 3 significant figures, LOL. Price demons, for that matter, care about minuscule differences in price, etc. -- Carl

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