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

To: richard surckla who wrote (74574)	6/14/2001 10:19:17 PM
From: Bilow	Respond to of 93625

Hi richard surckla; Re "When you quote PriceWatch, why don't you give us this additional information?" (from your Yahoo buddy) 1st question was why don't I quote 512MB prices. The reason is that 512MB is still too large too be widely available. The prices I do quote, 256MB have 25 combined pages with DDR and RDRAM, which is about 6x as many pages of 512MB available. In addition, the prices for 512MB parts are still way, way, way over the prices for 256MB parts. (For instance, cheapest 256MB DDR is $55, while cheapest 512MB DDR is $445.) In other words, 256MB is mainstream while 512MB is still too pricey. Since it is my intention to chart the takeover by DDR of the market niche of SDRAM (i.e. mainstream memory), I use the price sequence that has more samples, and mainstream pricing. If I wanted to chart prices for server and very high end workstations, I'd probably start with the 512MB parts. It's not, so I don't. The funny thing is that this is exactly the reverse of the question by The Prophet as to why I didn't chart 64MB or 128MB parts, LOL. You guys are free to generate your own price sequences. It's a few minutes of work each day, but if you don't like my sequence, instead of complaining about my sequences, why don't you get off your @$$e$ and start your own? My theory is that you only want to start a sequence after you are sure that it will show what it is that you want to show. I was sure enough of my position that I chose this sequence to chart, and have been doing it for nearly 3 months. Don't forget, I'm the professional, you're the mom and pop. But if you are so sure that the 512MB figures are going to be the thing that proves that Rambus is the memory of the future, why don't you get off your silly @$$e$ and start charting it? As far as the 512MB figures go, there are 20 SKUs for 512MB DDR DIMMs, found by searching through the stuff that you get with "DDR 512MB", and eliminating stuff that isn't 512MB DDR DIMMs. Prices are as follows: $ 445 445 449 498 499 499 544 576 599 624 634 639 644 645 667 675 709 746 791 803 Searching similarly and eliminating stuff like "kit" packages of two 256MB RIMMs gives 13 results for 512MB RDRAM RIMMs with prices as follows: $ 612 615 632 639 650 650 676 689 799 812 1230 1786 2085 The PC133 512MB DIMMs are a PriceWatch standard with 16 pages of entries. The lowest 20 SKUs are as follows: $ 58 58 58 59 61 64 65 65 65 67 67 67 69 69 79 80 80 85 85 92 In other words, there are more DDR DIMMs, and they're considerably cheaper than RDRAM RIMMs, but both are incredibly expensive compared to SDRAM. While with the smaller DIMMs Rambus longs can say "oh the absolute price differences aren't so big", they can't say that with the big pieces. Assuming you want 2GB of memory, you're going to spend $668 more on the RDRAM system than on the DDR, and $2216 more than with the SDRAM. Re: "256MB RIMMs are up to 12 pages--more than PC2100 256MB modules. The price has fallen to $144.00 for PC800 from one vendor, and into the $150s from others--a steep drop, and all time low." Not true. Maybe he got the 12 page figure by searching for "256MB RDRAM", which gives hits that aren't 256MB RDRAM RIMMs. And when he looked at DDR, he ignored the higher and lower speed grades. Actual page counts for 256MB modules are as follows: RDRAM: 11 pages pricewatch.com DDR: 14 pages pricewatch.com pricewatch.com pricewatch.com SDRAM: 60+ pages pricewatch.com pricewatch.com pricewatch.com pricewatch.com The rest of his commentary is (silly) opinion and not worth addressing. -- Carl