SI
SI
discoversearch

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: jim kelley who wrote (42271)5/15/2000 9:51:00 PM
From: Joe NYC  Respond to of 93625
 
The Pricewatch issues have already been hashed over. Expect to see RDRAM approaching 1.5X in 3 months.

It is possible. There are some indications of price pressure on SDRAM. It was only about 8 months ago when the prices went to $200 to $300 per 128 MB.

Or do you expect the ratio to be narrowed by falling RDRAM prices? If yes, is it just your assumption was there any supporting evidence presented when this issue was "hashed over"?

Joe



To: jim kelley who wrote (42271)2/16/2001 12:01:51 AM
From: Bilow  Respond to of 93625
 
Hi jim kelley; Back in May of last year you made a prediction for RDRAM prices:

jim kelley, May 15, 2000
The Pricewatch issues have already been hashed over. Expect to see RDRAM approaching 1.5X in 3 months. #reply-13715916

Nine months have gone by. Any new estimate as to when we'll see that 1.5x multiplier? What was your statement back then based on, and what went wrong with it?

-- Carl