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

To: hdl who wrote (73621)	5/25/2001 6:54:46 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi hdl; Re: "rdram is only 2 months behind ddr in price. so, in 2 months it will be under $70." This is silly. What is true is that current RDRAM prices are equal to DDR prices of 2 months ago. In order to project that into the future, you would have to have this 2 months having been a constant for some time in the past. Instead, the number of months that RDRAM is behind DDR has been steadily increasing. But it would be funny if it happened, as all the Rambus longs who've been stating that the DDR crowd is losing money at $70 will have to start claiming that a larger die sized memory is still profitable at the same price. -- Carl