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

To: Bilow who wrote (58214)	10/19/2000 2:27:12 PM
From: sylvester80	Respond to of 93625

RDRAM prices continue lower. PC600 $165($1.29/MB), PC800 $186($1.45/MB) PC600 now $165 or $1.29/MB PC700 now $169 or $1.32/MB PC800 now $186 or $1.45/MB pricewatch.com First page now at $195 and below. Here is what to expect from the Pentium 4 and its 400MHz FSB with 3.2GB/s bandwidth PC600/PC700 parts = 2.4GB/s PC800 parts = 3.2GB/s (33.33% boost) Great prices! The RDRAM prices are coming down much faster than even I expected (predicted). I also think that the dual channel P4 with PC600 memory and 2.4GB/s, will find a nice niche with those budget minded people who will be looking for a P4. They can pay less now and get a 33.33% boost down the road. Here is the link to my predictions: Message 14445222 I predicted PC800 $1.97/MB, PC700 $1.63/MB, PC600= $1.34/MB, by Nov 30, 2000. We are currently at PC600 $1.29/MB, PC700 $1.32/MB and PC800 $1.45. Already well below my prediction. Hey Bilow, my prediction numbers have already been met and have been surpassed. Enjoy ;-) PS. smsperling chart is wrong. He's supposed to be using pricewatch but he isn't. He is probably making the prices up. He is an AMDroid after all and just anti-Rambus. Look at the crap he posts to understand. He probably makes up the RDRAM prices on his own. Cause nothing can explain how prices have dropped from $299 to $165 at pricewatch and his have barely moved. His numbers are bogus. The real numbers above tell the real story. Fo comparison, here are the PC133 SDRAM prices from Crucial. $135. A difference of 22% vs. PC600/700 and 37% vs. PC800. crucial.com

To: Bilow who wrote (58214)	10/24/2000 2:34:54 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Weekly update on RDRAM/SDRAM pricing trends. Data from smsperling, PC800/PC133: members.home.com RDRAM pricing is unchanged (up by 0.001) since a week ago, while PC133 took a sickening (to Micron) drop of 7.4%, bringing the ratio to the highest it has been in 19 weeks: 10/23/00 227% 10/16/00 203% 10/09/00 181% 10/02/00 162% 9/25/00 153% 9/18/00 144% 9/11/00 141% 9/04/00 140% 8/28/00 158% 8/21/00 157% 8/14/00 162% 8/07/00 151% 7/31/00 162% 7/24/00 161% 7/17/00 162% 7/10/00 174% 7/03/00 186% 6/26/00 193% 6/19/00 222% 6/12/00 234% 6/05/00 272% 5/29/00 295% 5/22/00 338% 5/15/00 333% 5/08/00 324% 5/01/00 313% 4/24/00 340% 4/17/00 351% 4/10/00 417% 4/03/00 495% 3/27/00 559% 3/20/00 591% 3/13/00 562% 3/06/00 514% 2/28/00 560% -- Carl