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

To: Daniel Schuh who wrote (43913)	6/9/2000 10:01:00 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 93625

Dan: Do you think that if Intel takes some of the profits from selling it's MU stock and buys enough Kingston's RIMM's to bundle RDRAM with all it's VC820 and OR840 boards that the prices of SDRAM and RDRAM will become much closer in price. SDRAM would be hit with an immeadiate "shortage" if production was switched from SDRAM to RDRAM just like abortive RDRAM rampup last summer followed by earthquake. Prices for SDRAM would skyrocket by 100% to at least $250 for 128 MB. The RDRAM manufacturers would probably not lower their price if all their RDRAM production was sold out at higher levels of production. The cheapest I see PC600 non-ECC RIMMs are $300. That is as equal in price as I could imagine. However, PC sales would fall throught the floor if DRAM doubled in price. john

To: Daniel Schuh who wrote (43913)	6/10/2000 6:03:00 PM
From: Steve Lee	Read Replies (3) \| Respond to of 93625

RDRAM is a new technology. One of its architectural features is the new motherboards available, along with their various controllers. With any early revisions, performance is unlikely to be optimised. So while there is no direct software to take advantage of RDRAM, you have to consider the whole concept of an RDRAM based PC and how u compare it with a PC built around components (some of which can benefit from optimised drivers) that have been available for some time. The point made was that benchmarks for RDRAM based systems have room for improvement, whilst SDRAM systems are at the end of the line. It was a valid point.