Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: Bilow who wrote (80079)	12/4/2001 12:19:08 AM
From: Jdaasoc	Read Replies (1) of 93625

Even with the recent price rises in DDR (which are supposedly temporary due to demand), RDRAM is still more expensive than even registered DDR. From pricewatch, I see 1 512 MB or 2 256 MB DDR registered DIMMs for Tyan Athlon MP motherboards running about $110 to $130. 2 256 MB RIMMs for 2+ GHZ P4 or P4 XEON are about $160. Premium is not that much for people looking for 512 MB or 1 GB DRAM workstations in the $1,800+ price point. Not going to argue that both platforms is part of niche market. As long as DRAM manufacturers wanting to post real profits from operations, I do not see this price structure changing much to the down side.

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