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: Bilow who wrote (72562)	5/12/2001 12:01:52 AM
From: Bilow	Read Replies (3) \| 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% 04/30/01 $39.40 $108.00 $224.80 +174% +471% +297% 05/01/01 $39.00 $107.40 $221.80 +175% +469% +294% 05/02/01 $39.00 $104.20 $215.60 +167% +453% +286% 05/03/01 $39.00 $102.80 $215.40 +164% +452% +288% 05/04/01 $39.00 $100.80 $211.40 +158% +442% +284% 05/06/01 $39.00 $ 98.80 $210.40 +153% +439% +286% 05/07/01 $39.00 $ 98.40 $210.00 +152% +438% +286% 05/08/01 $39.00 $ 97.60 $204.00 +150% +423% +273% 05/09/01 $38.80 $ 94.40 $200.00 +144% +416% +272% 05/10/01 $39.00 $ 91.60 $198.60 +135% +409% +274% 05/11/01 $39.00 $ 90.40 $198.60 +132% +409% +277% Note: Since March 26, 256MB PC2100 DDR DIMMs have dropped 52% in price, while 256MB PC800 RDRAM RIMMs have dropped 35%, and PC133 has dropped 16%. -- Carl P.S. Old data: #reply-15786193 New data from pricewatch: 05/11/01 (337 DDR MB SKUs) PC133: $ 39, 39, 39, 39, 39 --> $ 39.00 PC2100: $ 88, 89, 90, 92, 93 --> $ 90.40 +132% PC800: $198, 198, 199, 199, 199 --> $198.60 +409%

To: Bilow who wrote (72562)	5/13/2001 8:53:58 PM
From: pheilman_	Read Replies (2) \| Respond to of 93625

Hi Bilow, I notice a small math error in your pricing trend numbers. On May 9, you stated the premium for DDR vs. SDRAM is 144%. I calculate it as 1.43299, so no matter how you round it, the value is always less than 144%. Have you been trying to sneak bad numbers in to see if anyone is paying attention or are you retyping the numbers by hand and had a typo? I can't quite understand the meaning of the final column, it is the difference of two percentages. I am abstract math challenged. I prefer to just calculate the premium for RDRAM vs. DDR. Just went on a Fry's visit and found that they have DDR and DDR mobos available. 256 MB was $109. They also sell RDRAM sticks. I don't recall the price.