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: pheilman_ who wrote (72661)	5/12/2001 2:50:09 PM
From: The Prophet	Read Replies (1) \| Respond to of 93625

Not a huge assumption. Toshiba, Elpida, Samsung, Intel, and Rambus have already said that RDRAM costs 20% more to make than SDRAM, and that will go down to 10% by next year. As for your capital cost argument, too late buddy - the DRAMurai have already geared up for this. As for your royalty argument - sophism. If one makes a 100% premium on RDRAM, a 1.5% royalty is meaningless. Finally, your statement that: Market for RDRAM Playstation 2, P4 computers (end is in sight for P4 market) Market for DDR All high end graphics cards (with tasty premiums), large server market, future desktop market, future embedded market is unsupported by the empirical evidence thus far.