Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Prophet who wrote (71082)	4/28/2001 12:44:53 AM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi The Prophet; Thank you for welcoming me back. Of course I don't concede our bet. If you'll recall, I made the terms quite explicit, the night of the agreement (i.e. " The anotherr [sic] issue is that Rambus longs frequently want the price of the cheapest variety of RDRAM to be compared to the most expensive variety of DDR or SDRAM. To settle that, the versions of DDR, RDRAM and SDRAM are the highest currently more or less common in shipping product." #reply-15563097), and have been posting the results ever since. In particular, I stated that DDR will stabilize at a price of around 10% over SDRAM, while RDRAM would not go below about 50% over SDRAM. As it currently stands, both memory types are still dropping in price, and have a long way to go. But recently DDR has fallen much faster than RDRAM, both in absolute dollars per 256MB module, and in percentage premium over SDRAM. My latest post is here: #reply-15728088. The reason I selected the terms I did was so that I wouldn't have to deal with the crappy fantasy numbers you Rambus longs generate. It's my observation that you guys live in a dream world, unconnected to physical reality. You might feel that I chose modules to price that are more favorable to DDR than RDRAM, but this shouldn't bother you, since you know, in your heart, that RDRAM will win in the end and become the dominant memory for all types. So be patient and don't go around comparing prices of 64MB RDRAM RIMMs to 64MB DDR DIMMs when you know that there are only two SKUs for 64MB DDR DIMMs and 128MB DDR DIMMs can be purchased for nearly the same price. As long as you're on this sort of kick, why don't you compare pricing for 512MB DDR DIMMs (currently averaging $792) to 512MB RDRAM RIMMs? (When they're finally available on PriceWatch, it should be real soon now.) Maybe RDRAM's 512MB RIMMs will be cheaper, but with the small number of SKUs, they are niche products and probably shouldn't be priced. By contrast, there are 121 SKUs for 256MB RDRAM RIMMs, and 120 SKUs for 256MB DDR DIMMs, a very fair comparison. Here's an example of real world pricing of RDRAM vs. DDR from the only company that has a product line that allows explicit calculation of upgrade prices for RDRAM and DDR within the same product line, the build it to order Presario 7000 series at Compaq: DDR and RDRAM upgrading costs at Compaq's Presario 7000 "build to order" "Enthusiast PC" Windows 2000 series, 1.33GHz Athlon and 1.7GHz P4, PC2100 and PC800, plus PC100 upgrading cost for the Presario 5000: Presario 7000 PC2100 PC800 DIMMs DDR RDRAM --- ------ ------ 128MB (1) $ 0 $ 0 (base) 256MB (2) + $115 + $270 256MB (1) + $135 384MB (2) + $285 512MB (2) + $570 + $810 athome.compaq.com Notes: (1) DDR provides two more memory options than RDRAM, and in addition is considerably cheaper. (2) The 7000 series cannot be built to order with SDRAM. -- Carl