Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: gnuman who wrote (73303)	5/20/2001 2:46:13 PM
From: NightOwl	Read Replies (1) of 93625

My deepest apologies Gene P., Clearly your "JMOs" are founded on deeply held belief systems. Where have you been? Why do you think the 4i initiative is getting strong emphasis by Intel and the RDRAM suppliers? I've seen forecasts of $8.00 128Mb equivalents by year end. While still high relative to SDRAM, the cost differential at the system level is rapidly declining. In the performance segments it becomes a non-issue. And of course the fact that SDRAM is cheap is the result of low demand for PC's, not a strategy of the MM's. Look back a year to see the impact of strong demand on pricing. *** IMO, there is more RDRAM than the industry needs. P4 sales to date have not been impacted by RDRAM availability. I expect this to be true through 2002. And again, you don't understand segmentation strategy. As I predicted months ago, I expect RDRAM, DDR and SDRAM to coexist through at least 2002, with SDRAM enjoying major share. While I would certainly agree that there is far more DRDRAM in existence than the industry, or anyone else, "needs;" I suspect that our "JMOs" would diverge on the explanation of why the price of this revolutionary technology is able to withstand the effects of the laws of supply demand.<vbg> Whatever will they sell it for when it is in "short" supply? ...Ah the joys of a good monopoly. The gift that just keeps on giving. <Ho Haa 8-> 0\|0

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