Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scumbria who wrote (39448)	4/9/2000 1:52:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 93625

Module cost is a function of where a technology is on the manufacturing learning curve. The individual RIMM module is likely to be about 10% more to build in equal volume than a corresponding SDRAM DIMM at maturity. In the real world, there are even more factors determining cost. If 55% of the Desktop market is RDRAM and 8% is DDR, it is likely that the RDRAM will be cheaper per module unit than the DDR due to economies of scale. Moreover,engineers do not use module cost as the determinate in system design. They use overall system cost. I would think that you should understand that..... In short your arguments are specious before they fail to take into account all of the facts currently known about these technologies. The rational failure here is in selecting isolated facts to support a predetermined opinion. :)