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

To: wily who wrote (75170)	6/29/2001 6:03:33 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi wily; Re that 50% RIMM price adder... It's something like this, (from memory, but the orders of magnitude are about right): RDRAM... Si area 15% yield 5% Testing 5% Package 3% (Tesera) -- Total: 28% RIMM... Assembly $ .50 Spreader .65 Testing .25 --- Total: $1.40 Markup: $2.80 About $20 worth of SDRAM chips should make a $25 SDRAM DIMM. (It's a brutally competitive market.) The extra RDRAM costs are around $5.60, and the extra RIMM costs are around $2.80. This gives a total price of something like $28.40, and that's 42% over SDRAM. -- Carl P.S. See: www3.raychem.com