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

To: Dave B who wrote (73249)	5/18/2001 11:32:25 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Dave B; Re: "Just as Samsung is RDRAM, Micron/Crucial is DDR." Exactly. Until "mainstream is RDRAM" or "mainstream is DDR", the retail pricing for SDRAM will be lower. That's why I'm charting it. If I charted Crucial prices for DDR vs Crucial prices for SDRAM, I'd be charting Micron's efforts to bring DDR into the mainstream instead of the actuality of DDR being brought into the mainstream. Micron announced that they would sell DDR at the same price as SDRAM in 2Q01 about six months ago, by the way, and I linked that fact into this thread. Re: "You're model doesn't take into effect the overall volume of the producers -- each producer's price is given the same weight whether they make 1 DDR chip or 1,000,000,000. An interesting exercise, but not real world. Just as with your mobo list." I'm not in a position to chart the prices with volume added in, nor do I think that I would want to. I just want a price chart, if I had volume, I'd chart that separately. If you're unsatisfied with my charts, you're welcome to do your own. I'm hoping that The Prophet will continue to post 128MB numbers, for instance. By the way, the number of MB SKUs hit 360, and that is the largest number that PriceWatch will show. -- Carl