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

To: chic_hearne who wrote (54011)	9/19/2000 10:53:58 AM
From: sylvester80	Read Replies (3) \| Respond to of 93625

Chic, Considering that we've been hearing that is downhill for RDRAM and is dead since 1999, and that DDR will be here since 1997, I hope you don't mind if I disagree with you. In fact, I expect by mid-2001, RDRAM to have reached price parity within 5% with SDRAM and to be starting to penetrate new market segments with the P4 and Timna as 256Mb dies present granularity problems for SDRAM. In fact I predict that DDR and DDR PCs will be all but dead by the end of 2001. I also predict that between Samsung, NEC and Toshiba alone, they will eclipse global DDR production by a big factor during 2001 (they've already done so for 2000). I'm sorry, but DDR is DOA. It is a product without a market niche. I thought it would have had the server market niche, but even that is slipping away from them. It was only DDR at the beginning and now RDRAM is getting there as well. DDR is vaporware at its finest without a home.