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

To: Sun Tzu who wrote (73534)	5/23/2001 3:15:37 PM
From: Bilow	Respond to of 93625

Hi Sun Tzu; Re: "The most logical way to settle this is to look at total volume shipments of DDR." Unfortunately, I don't have any way to get this information. The closest thing I can come to is counting up the SKUs on PriceWatch, and from that point of view, it looks like DDR's volume is still growing. -- Carl

To: Sun Tzu who wrote (73534)	5/23/2001 6:40:48 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

ST, Back to Rambus...given that DDR is a commodity like other DRAMs, the price drop may be due to: (1) DDR prices are falling due to shrinking demand, as RMBS bulls would postulate. Or (2) DDR prices are falling because of increase in supply, which DDR bulls would believe. The most logical way to settle this is to look at total volume shipments of DDR. A third option is that it is not a reaction to supply or demand at all, but is simply an effort by one of the competitors to try to help DDR become the standard by removing pricing as an objection. When the pricing is artificially dropped by one of the major suppliers of DDR, the competitors are forced to follow the pricing curve down or risk not selling their production. Just an option. <G> Dave