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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: wily who wrote (75170)6/29/2001 6:03:33 PM
From: Bilow  Read Replies (2) of 93625
 
Hi wily; Re that 50% RIMM price adder...

It's something like this, (from memory, but the orders of magnitude are about right):

RDRAM...

Si area  15%
yield     5%
Testing   5%
Package   3% (Tesera)
         --
Total:   28%


RIMM...

Assembly  $ .50
Spreader    .65
Testing     .25
            ---
Total:    $1.40
Markup:   $2.80


About $20 worth of SDRAM chips should make a $25 SDRAM DIMM. (It's a brutally competitive market.) The extra RDRAM costs are around $5.60, and the extra RIMM costs are around $2.80. This gives a total price of something like $28.40, and that's 42% over SDRAM.

-- Carl

P.S. See:
www3.raychem.com
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