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: Jdaasoc who wrote (75793)	7/15/2001 10:05:23 PM
From: Bilow	Read Replies (1) of 93625

Hi Jdaasoc; Thanks for the predictions. I'll make a note of them, but one question: With regard to "RDRAM will be within 30% of SDRAM or DDR by Sep." Are you referring to RDRAM chips? You know that I'm quoting prices for cheap RDRAM RIMMs, and they include the popcorn stuff that both RDRAM and DDR require. If so, I would agree that RDRAM chips will eventually get within about 30% of both SDRAM and DDR chips, but I wouldn't think to see it by September. September isn't very long. Do you mean September 30, LOL? As far as the cost of popcorn logic being $11 for DDR, that price difference is only at the module level, not the chip level, and with the crash in the chip market, you can expect that prices for popcorn aren't what they used to be either. My prediction is that the majority of DDR sold (as evidenced by parts counts on PriceWatch, for instance) will continue to be unbuffered. -- Carl P.S.

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