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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (83316)	6/13/1999 10:50:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Scumbria, Hopefully DRDRAM prices will decline dramatically over the next few months, though I'm not sure what will drive it. Are you kidding? When these companies, all announced, start fighting for market share, the price will come down like TTL in the seventies. Well, hopefully not that bad. Fujitsu Ltd. Hitachi, Ltd. Hyundai Electronics Industry Co., Ltd. IBM Microelectronics LG Semicon Co., Ltd. Matsushita Electric Industrial Co., Ltd. Micron Technology, Inc. Mitsubishi Electric Corporation NEC Corporation OKI Electric Industry Co., Ltd. Samsung Electronics Company, Ltd Siemens AG Toshiba Corporation Vanguard International Semiconductor Corp. Winbond Electronics Corporation Source: Rambus home page. Tony

To: Scumbria who wrote (83316)	6/13/1999 8:14:00 PM
From: grok	Respond to of 186894

RE: <Hopefully DRDRAM prices will decline dramatically over the next few months, though I'm not sure what will drive it.> Drdram pricing relative to sdram pricing has two problems: 1. Die size is bigger (currently 12-25%) 2. Sdrams are selling below cost (probably) And the dram suppliers, who hate Rambus' guts, are now smiling like bandits because they see Intel forcing drdram on the market and they believe that they can make a bundle on them due to lower availability. So this "psychology" becomes problem number 3. on Rambus pricing. In the long term the die size problem gets smaller because the rambus channel will scale with process and get smaller relative to the array. Eventually problems 2. and 3. will fade away too. But in the near term, this year, unless Intel pulls the rip cord I see a huge cluster f*** coming!