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

To: Bilow who wrote (60442)	11/6/2000 10:44:32 PM
From: jim kelley	Respond to of 93625

Carl Von Bilow You have a thing about Hitler. <uggh>

To: Bilow who wrote (60442)	11/15/2000 3:21:59 AM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi all; Weekly update on PC800/PC133 pricing. RDRAM pricing, according to smsperling, did something strange Thursday and Friday, but it seems to have quieted down again. While PC800 continues to drop in price, PC133 continues to drop faster, leaving RDRAM still very high priced compared to PC133. Latest figures show PC800 at $2.576 and PC133 at $.651, which has PC800 more expensive by 296%. Compared to PC133, PC800 is now at the most expensive ratio it has been since almost 6 months ago. Clearly, the RDRAM ramp is having trouble getting prices down, and it is obvious why Intel is being forced to SDRAM and DDR. 11/13/00 296% 11/06/00 275% 10/30/00 260% 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% There has been some suggestion that the smsperling data are not suitable for pricing for RDRAM and SDRAM. A comparison between the cheapest 128MB (which seem like the standard stick size these days) PC800 and PC133 is as follows: PC800, 128MB: $199 PC133, 128MB: $ 45 Ratio: 4.42, RDRAM price adder: 342%. pricewatch.com pricewatch.com These kinds of pricing disadvantages are the hallmark of a niche technology. I expected RDRAM to come down in price to around a 50 to 100% adder above SDRAM, but not get below this. It hasn't got there yet, and doesn't look like it's going to ever get there. Maybe it will have a chance when SDRAM goes back up in price eventually. -- Carl