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

To: Bilow who wrote (72639)	5/12/2001 1:28:21 PM
From: The Prophet	Read Replies (2) \| Respond to of 93625

Again, Bilow, your primary weakness is that you are a communist and therefore do not understand free-market dynamics. Your statement that people will build DDR because SDRAM is cheap is belied by the evidence that people are building RDRAM because SDRAM is cheap. And since the rampup costs of DDR exceed those of SDRAM, no DDR manfufacturer in their right mind is going to rush to build DDR in order to sell it at the same price as SDRAM, when they can get a premium on RDRAM. Therefore, Micron's decison to keep DDR pricing low in order to build support for the product will have the paradoxical effect of ensuring a quicker RDRAM rampup. Now, time for some bold predictions: 1. If the non-RDRAM producing DRAMurai don't begin to sell RDRAM en masse very soon, they may find themselves locked out of this market. 2. Accordingly, look for the large DRAMurai, including possibly Micron, to begin ramping up RDRAM dramatically very soon. 3. RDRAM has fallen from over $1 a MB to approx 60 cents a meg in the last few weeks and this is just on the spot market. God knows what Dell is paying. Once the big RDRAM rampup hits, we should see near price parity with DDR. Good luck with your hammer and sickle.