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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.57+0.7%Nov 28 9:30 AM EST

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To: John Walliker who wrote (39457)5/28/2001 7:52:42 PM
From: Bilow  Read Replies (1) of 93625
 
Hi John Walliker; Back April 9, 2000, in response to my list of Samsung's planned DDR offerings, which showed that more and larger DDR modules were under development than RDRAM, you wrote: " The tables show that the DDR market will be much more fragmented than the Rambus market, with lots of different types and less economy of scale."

Now that it is clear that DDR is considerably cheaper than RDRAM, do you have anything to add to your comment on "economy of scale"?

-- Carl
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