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

To: richard surckla who wrote (31338)	10/1/1999 10:15:00 AM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: This to me would not be unusual... Interesting thing is that with rambus costs currently at 2 to 4 times SDRAM costs, total revenue from $15 dollar SDRAMs is equivalent to $30 - $60 rambus chips, it may be hard to get them to switch back. - maybe in Q1, if everything is looking solid, they'll think about converting those lines back. Did you see the link that Carl posted where Hitachi announced it's new 256M RIMM $2200 each in quantity 1000. techweb.com The rambus chicken and egg problem of no demand = no supply = no demand causing sky high prices and limited availability is returning. eetimes.com ================================================== "Any capacity that can be freed up will be reassigned to 128-Mbit or 256-Mbit SDRAM products. We will require some convincing before we restart any RDRAM production." RDRAM and SDRAM technologies use entirely different mask sets, and shifting back and forth is no small task, although Samsung's Fab 9 was designed specifically to manufacture either type of memory. Kanadjian said the company's current RDRAM inventory totals some 100,000 Rambus chips, and the work now in progress totals several million chips. If Intel cannot identify the bugs in its chip set soon, he said, that should be enough to supply PC OEMs through the end of the year. And by shifting to SDRAM, he said the company could pump several million more SDRAM chips into the channel by year's end. =================================================== Dan