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

To: The Prophet who wrote (72490)	5/10/2001 12:55:20 PM
From: jim kelley	Read Replies (2) \| Respond to of 93625

It is difficult to go too far wrong at 11 to $12 per share on the basis of RDRAM revenue. As far as B is concerned, fair play and honoring a debt are probably not in his character repertoire. <G>

To: The Prophet who wrote (72490)	5/10/2001 5:02:13 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi The Prophet; Re: 2) "How come you're posting 256MB when you know that the 128MB are the current mass volume leaders?" 64MB SDRAM DIMMs are nearly extinct. 128MB are the next to go. I chose 256MB because their volume is reasonably high (the number of SKUs for 256MB RDRAM or DDR on PriceWatch is within a few percent of the SKU count for 128MB parts), and since they are larger, they will have an extinction date well after the extinction date for the 128MB parts. My objective is to collect data showing the RDRAM and DDR price drop to SDRAM pricing. Even in the alternative universe of Rambus management, RDRAM pricing is nowhere near SDRAM. Since the objective is to generate a pricing series for an event which is far in the future, I chose a market that will still be generating good numbers far in the future. By the time RDRAM reaches near SDRAM pricing, the market could have moved to 512MB DIMMs as the standard. Re 3) I'm recording all the data, if you want to generate a different series from it, go ahead. -- Carl P.S. RDRAM is dead, dead, dead. Now that the patent suits are over, RMBS is dead, dead, dead as well. I love the smell of victory in the morning.