Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

3:59 PM EST

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To: Bilow who wrote (75673)	7/13/2001 1:25:25 PM
From: Scumbria	Read Replies (1) of 93625

Carl, I know that RDRAM prices have been dropping, but they haven't been dropping as fast as RDRAM is supposed to be ramping. According to your charts, RDRAM has dropped from the $600 range to the $120 range. Combine that with the fact that the only P4 chipset in production is i850, I would have to guess that your statement is incorrect. It is likely that the RDRAM price drop has been at a faster rate than the unit sales ramp. It seems the issues to watch in the future are i850 vs. i845 sales, and the prices of RDRAM and DDR chips. Your charts have been very helpful in tracking the pricing trends.

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