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

To: Scumbria who wrote (47576)	7/19/2000 10:32:58 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

Scumbria, I think the game may be over. Of course you do. That's why you're in the bear camp. Unless PIV can pump the volumes of DRDRAM up by an order of magnitude, there doesn't appear to be much opportunity for the price of DRDRAM to catch up. Strange thing to say when we've just discussed the fact that the price of RDRAM continues to decline rapidly based on volumes currently shipping on those 100 different systems. Remember, "The trend is our friend". Unless, of course, you're going to try to claim that the RDRAM prices have not declined significantly over the last 6 months. But, of course, we have a tremendous amount of evidence to refute that. So if the prices have come down 2/3's in 6 months, they're certainly not going to just suddenly level out. They'll continue to decline, just as Samsung and Rambus say they will. And as they continue to decline, we'll see new design wins. Dave