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

To: blake_paterson who wrote (46126)	6/26/2000 8:24:00 PM
From: gnuman	Read Replies (1) \| Respond to of 93625

Blake, re: <Given the recent trend of technology investments in fabrication (DUV; 0.18 micron; 300 mm wafers), isn't it likely that the RDRAM cost factor (excluding testing) is likely to trend towards unity faster than contemplated?> The semi industry as a whole is moving to higher densities and larger wafers. (I'm not sure, but I think Samsung is already producing RDRAM at 0.18 mu, with plans to go even smaller). They all may scale about the same. And with regards to testing and packaging, aren't these issues being effectively addressed by the likes of Kingston and others? Yes. Don't know the comparative yields or labor cost's, though.