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

To: Jerry Miller who wrote (64027)	1/10/2001 3:43:09 PM
From: Ali Chen	Read Replies (2) \| Respond to of 93625

Jerry Miller: <25% more chips can be made per wafer ...The improved efficiency will reduce the high production costs that have hindered the mass utilization of RDRAMs.> I am afraid the article is sadly mistaken. It is a known fact (widely advertised by Rambus) that the RAMBUS interface adds no more than 10% to the DRAM die size. Hence the raw Rambus chips are more expensive by no more than 10% since the wafer processing must be about the same. Yet the prices of a finished consumer product - RIMM - are still 5 times more than the price of SDRAM of equal capacity. Therefore, there must be something else besides the larger die area. That "something" is the cost of manufacturing of these RIMMs to unbearably high tolerances. This cost differential will remain high no matter what, so RDRAM will be always at significant cost disadvantage while delivering no performance differences.