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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: Bilow who wrote (80453)1/4/2002 7:44:24 PM
From: Bilow  Read Replies (1) of 93625
 
Hi all; Update on the DDR and RDRAM pricing trend... SDRAM rockets in price, RDRAM continues to drift lower, particularly in comparison to DDR:

Date     SDRAM   PC2100  PC800  PC2100 PC800  RDRAM/DDR
03/26/01 $46.20 $188.40 $306.20 +307% +562% 1.625
04/02/01 $45.20 $164.00 $293.20 +263% +549% 1.788
04/09/01 $45.00 $137.80 $281.60 +206% +526% 2.044
04/17/01 $42.00 $119.40 $257.80 +184% +514% 2.159
04/23/01 $40.00 $114.40 $246.00 +186% +515% 2.150
04/30/01 $39.40 $108.00 $224.80 +174% +471% 2.081
05/07/01 $39.00 $ 98.40 $210.00 +152% +438% 2.134
05/14/01 $38.60 $ 88.20 $198.40 +128% +414% 2.249
05/21/01 $34.80 $ 72.40 $189.80 +108% +445% 2.622
05/28/01 $33.20 $ 64.40 $184.00 + 94% +454% 2.857
06/04/01 $29.80 $ 61.80 $166.60 +107% +459% 2.696
06/11/01 $27.60 $ 57.80 $160.20 +109% +480% 2.772
06/18/01 $22.80 $ 54.00 $144.80 +137% +535% 2.681
06/25/01 $19.00 $ 49.00 $137.40 +158% +623% 2.804
06/29/01 $18.80 $ 46.60 $134.40 +148% +615% 2.884
07/07/01 $18.40 $ 45.40 $133.60 +147% +626% 2.943
07/12/01 $18.80 $ 43.20 $122.00 +130% +549% 2.824
07/19/01 $18.40 $ 39.40 $113.80 +114% +518% 2.888
07/26/01 $19.20 $ 37.40 $108.00 + 95% +462% 2.888
08/02/01 $19.00 $ 35.80 $ 97.20 + 88% +412% 2.715
08/09/01 $18.80 $ 33.60 $ 89.80 + 79% +378% 2.673
08/16/01 $16.80 $ 33.40 $ 84.40 + 99% +402% 2.527
08/24/01 $16.60 $ 31.80 $ 78.40 + 92% +372% 2.465
08/31/01 $16.60 $ 31.20 $ 77.00 + 88% +364% 2.468
09/08/01 $16.20 $ 29.80 $ 78.40 + 84% +384% 2.631
09/17/01 $16.00 $ 29.60 $ 79.80 + 85% +399% 2.696
09/23/01 $16.00 $ 28.40 $ 82.00 + 78% +412% 2.887
09/28/01 $14.80 $ 27.00 $ 82.60 + 82% +458% 3.059
10/05/01 $13.80 $ 26.00 $ 82.60 + 88% +499% 3.177
10/12/01 $13.00 $ 24.40 $ 83.80 + 88% +545% 3.434
10/19/01 $11.80 $ 23.40 $ 84.60 + 98% +617% 3.615
10/26/01 $10.00 $ 22.20 $ 84.20 +122% +742% 3.793
11/02/01 $10.20 $ 22.00 $ 83.20 +116% +716% 3.782
11/09/01 $13.60 $ 23.00 $ 82.20 + 69% +504% 3.574
11/16/01 $19.20 $ 29.00 $ 82.40 + 51% +329% 2.841
11/23/01 $18.60 $ 31.60 $ 80.40 + 70% +332% 2.544
11/30/01 $16.60 $ 35.60 $ 79.20 +114% +350% 2.225
12/07/01 $19.80 $ 44.00 $ 77.00 +122% +289% 1.750
12/14/01 $18.60 $ 47.40 $ 76.00 +155% +309% 1.603
12/21/01 $18.20 $ 49.20 $ 74.20 +170% +308% 1.508
12/28/01 $22.40 $ 51.40 $ 73.60 +129% +229% 1.432
01/04/02 $30.00 $ 53.80 $ 72.60 + 79% +142% 1.349


-- Carl

P.S. Old data: #reply-16822998

New data from pricewatch:

PC133: $ 22, 29, 33, 33, 33 --> $ 30.00
PC2100: $ 52, 52, 55, 55, 55 --> $ 53.80
PC800: $ 71, 72, 73, 73, 74 --> $ 72.60


Note that the above relatively low prices in RDRAM are temporary, and will end within 3 months, as I noted in the post which started this price series:

Bilow, March 26, 2001
"Okay, the only restriction is that RDRAM prices are allowed to briefly dip below that limit due to over production issues, but such gluts will not last longer than 3 months. Prices to be achieved over the next 12 months, agreed?" #reply-15563097
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