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 3:59 PM EST

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To: dougSF30 who wrote (74144)	6/4/2001 11:05:44 AM
From: Jdaasoc	Read Replies (1) of 93625

doug: I would have to agree with you about 845 since RDRAM only beats DDR in performance by 10% and SDRAM by 25%. Since RDRAM prices and 850 chipset mainboard manufacturing costs are still relatively higher than performance gains, RDRAM will not cut it in mass market unless the price performance ratios change. I just don't see it happening. The value segment of PC market is become more competitive than Intel had presumed even 3 months ago let again 3-4 years ago when RDRAM seems to be Intel's memory choice. anandtech.com john

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