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

To: CoffeePot who wrote (38251)	3/16/2000 1:53:00 PM
From: Stuart Steele	Respond to of 93625

<<<You didn't grasp the point I was atempting to make, the statement by Hyundai shows that RDRAM manufacturers are experiencing far higher costs than many posters on this board have led us to believe........again>>>> Your wasting your time Stuart

To: CoffeePot who wrote (38251)	3/16/2000 2:15:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Stockalysis, You didn't grasp the point I was atempting to make, the statement by Hyundai shows that RDRAM manufacturers are experiencing far higher costs than many posters on this board have led us to believe........again Actually, you've made quite an assumption here. Hyundai says that they can't break even and you extrapolate that to all manufacturers. The folks at Rambus provided figures at the annual meeting that showed it currently costs 40% more to make RDRAM than SDRAM. When I have time, I'll find an article from last year by one of the memory manufacturers (Samsung, I believe) that actually said it was less than this. Toshiba just redesigned the SDRAM core that RDRAM uses to reduce the die size significantly (thus reducing the cost differential) and I believe their estimate was that RDRAM would now be 20% to 25% more expensive to make than SDRAM. Those are all quotes from the companies that are interested in manufacturing RDRAM. Hyundai has always been a laggard and it's in their best interest to slow the adoption of RDRAM until they catch up in any way they can. And as Don's article pointed out, they've already turned around on DDR vs. RDRAM. And as further education, Micron is farthest behind in bringing out RDRAM, so you can also expect further negative comments from them. You need to do all your homework before extrapolating one comment from a company (that's lagging behind its competition) to the entire market. Dave