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

To: Scumbria who wrote (75211)	6/30/2001 10:41:56 AM
From: richard surckla	Read Replies (1) \| Respond to of 93625

DDR not wanted! -news- by: yunhuiwei Long-Term Sentiment: Strong Buy 06/29/01 08:48 pm Msg: 306526 of 306608 I think team DDR is in deep poo-poo now! Have a great weekend fellow longs! Go Rambus! news.chinatimes.com 062901832+12050902+20010629+M9062901,00.html (News in Chinese, from Taiwan) DDR, Low price but Low Demand According the main board makers, the market still has low demand for DDR. Samsung and Micron are expressly getting rid of their DDR inventories. Now a 128MB DDR module sales for only $23.00! Some non-branded one is even as low as $20.00! Some chip makers even sale the DDR chip the same price as their SDRAM chip. But at the retail front, price of DDR module is still way higher then the of SDRAM, and there's still question about its performance. DDR main board output remain low for main board makers. The reasons for the dumping of DDR memory are multiple, one been the "end of quarter" but the main reason is people has lost their faith. The main suppliers of DDR chip are Samsung, Micron and Nanya. The acceptance of DDR architecture remains low, it's not about the price any more. It's how it's been positioned (Hi performance? Right? Ha! Ha! Ha!) and people have lost their faith on it. It's performance is only 5% to 8% higher and people still have questions about it. Also, people are not sure if DDR price is at it "very bottom" yet.