Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.29

+2.2%

Dec 2 3:59 PM EST

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To: The Prophet who wrote (75997)	7/20/2001 2:32:10 PM
From: Bilow	Read Replies (1) of 93625

Hi The Prophet; Re: "Bilow appears to be preparing his transition to 512 MB pricing because it is very clear that RDRAM is making inroads at 256." Jdaasoc begged me for 2 months to price 512MB registered DDR prices. I finally decided to start charting them. But only about once a week or so. I'll still be plotting 256MB prices more or less daily until DDR converges with SDRAM. I started this back on March 26 (#reply-15563097) when RMBS closed at $23.120 per share, what are you at now, $9? My selection of the largest DIMM size that had a reasonable number of SKUs has proven to be the correct one. Back then, 512MB prices were just too rare to quote. In fact, there were no 512MB RDRAM RIMMs at that time. -- Carl P.S. If you're such a great "prophet" how come you were willing to bet me that RDRAM was going to get as cheap as SDRAM? You should have known that DDR and SDRAM were going to keep dropping faster than RDRAM.

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