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

To: dumbmoney who wrote (30504)	9/24/1999 4:03:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

dumbmoney, I don't know where you get these funny ideas. Everyone who isn't using Rambus is using PC133 (or PC100). (I'm talking about PC main memory of course. Non-PC applications are another story). Think of PC-100 and PC-133 as Honda Accords and Toyota Camrys. Think of DDR and RDRAM as Mercedes and BMWs. The general public buys Accords and Camry's. The buyers who want better performance, more comfort, etc. pay more to buy Mercedes and BMWs (is a BMW really worth 3X an Accord in features, comfort, etc.? Personally, I dont' think so, but many do). If Mercedes can't make enough cars, the high-end buyers will shift to BMWs, not Accords. An Accord will never be a BMW or Mercedes. The don't build the features into it. In the case of SDRAM, the design will not support significantly higher speeds. That's why DDR was invented -- to try to leverage as much of the technology and production capacity as possible from SDRAM into a higher performance product. With Rambus, the vision has always been that it would start in the high-performance segment, then as production builds and it comes down the cost curve, the price delta would become smaller and smaller until it gets to the point where it's worth spending a few extra dollars for the performance. How many of the people who buy $20,000 Accords (and don't buy $60,000 BMWs) would buy a BMW if the price came down to $23,000? Most of them. PC-133 simply replaces PC-100. The high-performance segment of the market is going to start moving to RDRAM or DDR, and one of those will move down the cost curve, eventually taking over from PC-133. Does that help? Dave