Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: Bilow who wrote (75140)	6/29/2001 2:21:23 PM
From: wily	Read Replies (1) of 93625

Carl, I've stated repeatedly that I expect the costs and prices of RIMMs to drop to around 50% over the costs and prices of SDRAM and DDR DIMMs. Sorry to make you repeat yourself -- I plead Mom&Pop noncomprehensionitis. RDRAM has higher costs that add up to around a 50% premium, and this is too high to allow RDRAM to become mainstream. Would you mind itemizing these, presumably, again <g>? The memory makers are pretty sure that 4Q01 is going to be the peak quarter for RDRAM production and from there it will decline Interesting assertion. Actually, the Samsung and Toshiba roadmaps show RDRAM production, as a percentage of total DRAM production, peaking in 4Q01 and then remaining at that level for the next 3 years (which is where the roadmap ends). What is your source for this information? The R&D for RDRAM was expensive, and so is the cost to convert an SDRAM line over to RDRAM. What costs are involved in converting? Do you see, as Scumbria suggests, overall DRAM price weakness as accelerating RDRAM price competitiveness? Thanks, wily

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