Rambus (RMBS) - Eagle or Penguin Message Board

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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: cordob who wrote (76154)	7/25/2001 9:22:24 AM
From: gnuman	Read Replies (2) of 93625

Intel does not want DDR to succeed. Intel has no vested interest in seeing DDR succeed. The people who want DDR to succeed are the ones who can't make RDRAM successfully (cost effectively), because they didn't want to pay for the learning curve. Intel will have DDR chip sets for servers in early 2002, whether they enable DDR on the i845 or not. but DDR seems to have completely dropped off their "official" memory roadmap..... Intel is not, however, going to spend a lot of money improving the DDR standard so that it works. See above. Intel knows what is going to happen to DRAM prices within the year. The margins will creep back up to 0%, and RDRAM will cost a little more than SDRAM. In terms of units, DRDRAM probably had less than 3% of the market in Q1. They had ~11% revenue share based on high Q1 ASP's. If you quadruple the number of units at 1/4 the price what's the result on revenues and margins? This price war won't be over for a long time. I see the Taiwanese DRAM makers are committed to growing capacity in anticipation of a recovery. IMO, expanding capacity can only delay the recovery. nikkeibp.asiabiztech.com And I read where Elpida is committed to doubling market share by 2002 through added capacity. siliconstrategies.com IMO, DRDRAM will exist in an environment of low margin product for quite some time. If they compete on a price/bit basis, it will be no more profitable than other devices. JMO's

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