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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 103.65+2.0%3:18 PM EST

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To: Jdaasoc who wrote (74145)6/4/2001 4:26:04 PM
From: Bilow  Read Replies (1) of 93625
 
Hi Jdaasoc; Re "... RDRAM will not cut it in mass market unless the price performance ratios change. I just don't see it happening."

Is this a departure from your earlier statement that the price difference is going to shrink by September?

Jdaasoc, May 1, 2001
...
However, I stick to my prediction that by Sep RDRAM/SDRAM price difference will shrink to 20-30% based upon the fact memory makers can not afford to sell DRAM below a price that leads to a healthy profit.
#reply-15736542

-- Carl
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