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

To: Jdaasoc who wrote (71362)	4/30/2001 6:25:39 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

John, PC133 Micron $32 PC2100 Micron $ 53 PC800 Samsung $ 98 So keep dreaming about 400-500% price differentials for RDRAM. Silly Carl. The real differential is only 300%. RDRAM is a steal at that price (for lower performance.) Scumbria

To: Jdaasoc who wrote (71362)	4/30/2001 6:42:39 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi Jdaasoc; The only difference between your numbers and mine (at least at first glance) is that I'm using 256MB while you're quoting figures for 128MB. Also, I'm using lowest quoted figures, while you're using Micron and Samsung. We're using the same source, and the results are similar. So why are you implying my numbers are fictional? I don't see why you insist on quoting only Samsung and Micron. Oh, is it because that gives an advantage to RDRAM, LOL!!! And why did you choose 128MB? I chose 256MB because I wanted the largest size that was already plentiful in the market. For a high end memory solution, I think it's obvious that the larger size memories are more suitable. It's also to make sure that the data set can be continuous for as long into the future as possible, and in addition, it minimizes unit pricing effects. But the end result is still the same, DDR is cheaper than RDRAM. The only thing you're questioning is how much. It wonderful that Intel is "covering Dell's butt" for the extra expense of RDRAM, but that hardly means jack to the rest of the industry. And it is not a good thing for Rambus that Intel is forced to do this. If RDRAM was a market success, Intel would be selling P4s at a premium, and charging extra instead of giving out rebates. When Intel has a way of selling P4s without having to bleed cash (as will happen later this year), they will end the RDRAM subsidy. -- Carl P.S. Any guesses as to when the next major box maker starts providing DDR, and which one? Oh, and you never answered my questions about your predictions that ECC registered DDR DIMMs would be very expensive. Care to comment?