Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Jdaasoc who wrote (77579)	8/16/2001 11:05:22 PM
From: Bilow	Read Replies (1) of 93625

Hi Jdaasoc; I've said repeatedly that I expect RDRAM RIMMs to get down to around a 50% premium over SDRAM DIMMs. In addition, I've stated several times that with the reduction in volume, this fall would see a collapse in RDRAM pricing. I think what you're seeing is the beginning of this. Your Samsung numbers show Samsung RDRAM at a 140% premium over Samsung SDRAM. I think it has a ways left to drop. My prediction would be that if SDRAM stays at $24, RDRAM should get down to about $36. -- Carl

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