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To: JDN who wrote (101391)	3/23/2000 2:50:00 PM
From: Tenchusatsu	Respond to of 186894

JDN, <If this DDR technology is a lot cheaper, which I have heard it is as of now, its gonna be popular, IMHO.> We'll see. <If RMBS has to come down swiftly in price there goes there margins.> The current view is that RDRAM's high prices are due to a very tight supply amist the high demand. A drop in the prices of RDRAM would signify better supply in the channel, and potentially greater acceptance of Rambus technology. If the production volumes continue to stay low, high margins will not help Rambus one bit. Of course, the "high demand" part of the equation is the big question mark here. As of now, though, it seems that DDR SDRAM is being gobbled up by servers, and desktops and workstations are still demanding more RDRAM than can be supplied. If DDR makes some serious penetration into desktops and workstations, then Rambus will have a LOT to worry about. According to Intel's outlook, however, this may not be the case. Tenchusatsu