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

To: Bilow who wrote (71062)	4/28/2001 12:08:27 AM
From: The Prophet	Read Replies (1) \| Respond to of 93625

Ah, Bilow, welcome back. You know we missed you. Are you ready to concede in our bet? 64 MB of RDRAM is now cheaper than 64 MB of DDR. 128 MB of RDRAM is now within 55% of DDR, and falling rapidly. Paul Ottelini, one of the few people with arguably more knowledge than you (VBG just for Zeev), indicated in yesterday's INTC conference that the DDR/RDRAM cost delta will be within 10% shortly. I am not MAKING you concede yet, but I am offering you the opportunity to do it less painfully now. If you do not, I will inflict an increasing amount of pain on you... The Prophet of Pain

To: Bilow who wrote (71062)	4/29/2001 2:31:26 AM
From: Bilow	Respond to of 93625

Hi all; Update on the DDR and RDRAM pricing trend... Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM-DDR 03/26/01 $46.20 $188.40 $306.20 +307% +562% +255% 03/29/01 $47.40 $186.80 $306.20 +294% +538% +244% 04/02/01 $45.20 $164.00 $293.20 +263% +549% +286% 04/04/01 $45.20 $152.60 $293.20 +238% +549% +311% 04/06/01 $45.00 $142.60 $285.00 +215% +533% +318% 04/08/01 $45.00 $140.40 $277.40 +212% +516% +304% 04/09/01 $45.00 $137.80 $281.60 +206% +526% +320% 04/10/01 $44.60 $132.20 $274.40 +196% +515% +319% 04/12/01 $43.20 $125.80 $268.00 +191% +520% +329% 04/13/01 $43.00 $118.40 $263.00 +175% +512% +377% 04/17/01 $42.00 $119.40 $257.80 +184% +514% +330% 04/19/01 $42.00 $117.80 $258.20 +180% +515% +335% 04/21/01 $41.40 $114.80 $248.80 +177% +501% +324% 04/23/01 $40.00 $114.40 $246.00 +186% +515% +329% 04/24/01 $42.00 $113.20 $236.60 +170% +463% +293% 04/25/01 $41.00 $113.20 $234.80 +176% +473% +297% 04/26/01 $40.20 $110.40 $231.60 +174% +476% +302% 04/27/01 $39.80 $105.20 $230.80 +164% +480% +316% 04/28/01 $39.60 $108.60 $229.20 +174% +479% +305% -- Carl P.S. Old data: #reply-15728088 New data from pricewatch: 4/28/01 (290 DDR MB SKUs) PC133: $ 39, 39, 40, 40, 40 --> $ 39.60 PC2100: $108, 108, 108, 108, 111 --> $108.60 +174% PC800: $227, 227, 228, 232, 232 --> $229.20 +479%