Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.26

-11.1%

3:59 PM EST

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To: Scumbria who wrote (74955)	6/26/2001 3:17:40 PM
From: wily	Read Replies (2) of 93625

Scumbria, On the one hand, as RDRAM/DDR-DRAM price differential narrows, and as RDRAM has more of a performance benefit, we should definitely see RDRAM market share increase. On the other hand, RDRAM prices fell in synch with SDRAM prices, so why should they not rise with them also? Certainly, RDRAM manufacturing cost reductions didn't halve in the last 3 months. Also, as demand shifts to RDRAM and away from SDRAM, how will prices react? And last, what about the introduction of dual-channel DDR chipsets like Nvidia Crush? Will Intel have such an offering? How would a dual-processor Athlon box compare in price and performance to a P4/RDRAM box? Carl, what say you? wily

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