SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.57+0.7%Nov 28 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: The Prophet who wrote (80856)2/2/2002 9:18:44 AM
From: SBHX  Read Replies (3) of 93625
 
Prophet,

I guess technically, you did win that bet with carl. How does it feel to best the great one here? <g> Carl was foolish to make that bet with you without a time limit.

If there is any value in faster PCs, in time, we will see that, sdram will be more expensive than ddr, just like retail edo (per MB) is more expensive than sdram. But this is not a given that sdram will disappear as quick as DDR is now overpriced from greedy gouging. The lesson from the consumer is very clear here : performance at any price is no longer a bankable mantra in PC land. Without a vaid killer-app, that performance segment is in a death-spiral. Which is why DDR-400 or DDR-II are not sure winners. (DDR-333 sticks are already here, all you need to do is get some PC-2400 or PC-2100 sticks and set higher latency settings, some of them still works if you're adventurous) But if you ask me, today, very few people even need anything above PC-133 sdram. Heck, even celerons are plenty of speed and 1GHz PIIIs will easily beat a 1.5GHz P4.

Soon (say 3-9 months), rimms will likely be very cheap too as they clear the channel, but after that, like edo, it will go up in price as they become scarce and production shrinks to edo levels. When edo was being cleared out, as sdram took hold, there as a period of time when stores were giving out edo sticks as promotions. Clearance sales are great for good deals.

To verify this, in the next few months, you only have to walk in and ask the small white box pc retail shops to check if they are in rimm inventory clearance mode. Or not. Perhaps it has already started. In the white box retail stores, I think we have seen i850 mobo SKUs shrink very rapidly.

What surprises me most is the tenacity of the belief that rimm sticks still will have any significant presence in PC-land in the next 12 months. If this belief is as pervasive as indications here, then there is still some downside to rmbs, in spite of its beat down price.

The last time it tested 6.66, it went very quickly, what happens in the next 24 days?

SbH
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext