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: Dave B who wrote (72312)	5/8/2001 11:54:49 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Looks like the RDRAM price is getting very competitive! The real business battles are always won in the market place not in the court room.

To: Dave B who wrote (72312)	5/9/2001 11:06:18 AM
From: Sun Tzu	Respond to of 93625

This is confusing to me. They are saying that because of Intel's price drop, the demand for RDRAM has gone up (ok I can buy that). Then they fallow it up by 'hence we are cutting prices'! Since when an increase in demand prompts a price cut at suppliers? This must be truly a new economy.

To: Dave B who wrote (72312)	5/9/2001 8:52:11 PM
From: Harvey Allen	Respond to of 93625

DDR prices dropping faster Compiled from outside sources by Vincent Huang; Jay Files, DigiTimes.com [Wednesday 2 May 2001] Under pressure from price competition and falling SRAM prices, DDR SDRAM prices are falling faster and faster. Currently, a 128Mbit Rambus DRAM (RDRAM) chip is still selling at a contract price of US$20, close to where it was at the beginning of the year. On the other hand, 128Mbit DRAM has already dropped to US$6.5 per chip, while the unit price of SDRAM has fallen by around 30% since the beginning of the year. One major reason DDR is falling so much faster than RDRAM is that Taiwan DRAM manufacturers – which make up 20% of worldwide output – want to push DDR as the next mainstream memory product and are using pricing strategies to seize market share. The North American PC market, still in a slump, is another reason for the difference. While RDRAM production yield is still inferior to that of DDR, its market presence is being pushed by the Pentium 4, which currently only supports RDRAM. As the two types of DRAM mature, the industry expects they will be divided among high-end PCs and servers (Rambus) and mid- and low-end consumer PCs (DDR). digitimes.com