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

To: Jdaasoc who wrote (75528)	7/10/2001 3:27:04 PM
From: Bilow	Respond to of 93625

Hi Jdaasoc; There's almost no market for registered DDR. In addition to the voluminous links I've posted on this subject (counts of DIMMs offered by memory makers and compatibility notices from the chipset makers see #reply-16008917 and #reply-16008910 ), it's clear from PriceWatch figures that the registered parts aren't doing much business. The only reason that the 256MB registered parts are relatively cheap is that Micron forced them down. When Micron decides that their 512MB registered DDR DIMMs are good enough, and wanted enough, they'll drop the pricing on them just like they did with the 256MB parts. But you can't expect Micron to do this until there's enough interest. It just isn't possible to check production for compatibility before the motherboards are there to test them against, and there simply is not much of a market for registered DDR right now. You know better than I when that will be. But do remember that the drop in 256MB registered DDR prices was quite drastic when Micron did make their move. Micron is quite the pain in the butt for the other memory makers. Rambus have suggested that Samsung is the gorilla in the memory industry, but Micron is the lowest cost producer. Samsung does everything it can to stick to niche memories and avoid mainstream memory. They have the best, but most expensive, production. Micron has a mediocre performance, but extremely cheap production. -- Carl