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 (75785)	7/15/2001 9:36:09 PM
From: Jdaasoc	Read Replies (1) of 93625

carl: RDRAM dropping. I have only made two predictions about memory pricing. 1) RDRAM will be within 30% of SDRAM or DDR by Sep. Since MM seem to able to flood the market beyond any natural level of demand with 128 Mbit SDRAM or DDR for $2.00 for a month or two with no end in sight and one going bankrupt; 128 Mbit RDRAM could easily sell for $3 at this rate. These prices would put the cost difference for 256 MB for a P4 computer at $16. RMBS stock will stay below $10 a share because royalties will stay below anything one has predicted so far. Please don't call me a dreamer that believes that RMBS is going to triple digits or even double digits soon. 2) PC's with DDR DRAM sockets will by and large will need to be registered DDR memory in computer configurations that compete with RDRAM. The need for $11 of popcorn and it's associated wait state (latency) will exceed the price difference with RDRAM and limit it to use in high memory configuration like servers. john

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