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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Chas who wrote (26640)	8/8/1999 1:22:00 AM
From: J_W	Read Replies (1) \| Respond to of 93625

The die size is only part of the increase, then you have the package which is $1.50 vs $.35, then the rimm cost more, xray is required to verify microBGA connections, testers are $6M and requires at least two passes. Intel charges more for the motherboard and the system requires more special wind tunnel type cooling adding more costs. I do not think suppliers or Intel are ready to absorb the costs to get into this technology change. If Pc100 costs $100 for a 128Mbyte module then a RDRAM Rimm will cost at least $225 up to $350. Chas, Gee that sounds like vintage Platform99 Bert McComas who works for In-Stat. It seems that as soon as Platform99 ended, In-Stat had a change of opinion. instat.com Steve Cullen, principal analyst for Cahners In-Stat Group's DRAM service explains, "Contrary to what other firms are saying, we believe it is not a question of whether Rambus will be successful, but rather when. RDRAM has a significant advantage in bandwidth per pin that helps to satisfy processors' insatiable appetite for data. Rambus will be a major factor in differentiating first-tier DRAM suppliers from the rest of the pack. DRAM suppliers that do not adopt Rambus will see shrinking market share for PC DRAM and suffer overall dropping unit volumes." We shall see in September. Jim