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

To: Ian Anderson who wrote (42343)	5/16/2000 1:54:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Ian Anderson; Re your analysis of supply and demand on RDRAM parts. I agree. Segmenting the market to raise prices for products that are perceived to be at a premium makes sense. But as for design wins, those are got by selling memory to gimlet eyed engineers, who are very cost conscious. The thing to note is that industry is probably now producing more DDR than RDRAM chips. From the point of view of design engineers, it is becoming easier and easier to choose DDR, while harder to justify RDRAM. The memory industry has been telling us for 12 months that if we choose RDRAM, we are going to have to pay a hefty premium. As far as RDRAM being a premium product, the same can be said of the DDR products that have hit the market in the graphics industry. And those boards are selling quite well. In addition, the makers of the chipsets are happy with the technology, happy enough to design them in for another generation (unlike Nintendo who's new Dolphin design replaced RDRAM with DDR). -- Carl