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

To: Bilow who wrote (75673)	7/13/2001 11:53:03 AM
From: tinkershaw	Respond to of 93625

What I'd like to have explained to me is how Rambus could possibly be talking about barely breaking even for the next 3 quarters. That would seem to be in stark contrast to the predictions of the RDRAM ramp going hog wild. Yeah, I know that RDRAM prices have been dropping, but they haven't been dropping as fast as RDRAM is supposed to be ramping. Bilow, the difference between you and me and most the posters here is that we do give a damn about what is actually happening and are not just flapping our jaws with propoganda. Don't kid yourself. In that fashion, since I do not take this personally as it seems you do, I have to agree with the above statement and there were a few other things at the CC call (which I have not listened to yet, but that have been communicated to me, so I still need to assess these things) that do not have me to amused. When I get the chance I'll listen to the CC and give some thoughts. Btw/ this in no way indicates that I agree with your position on DDR vs. RDRAM. Your thoughts on the subject are mostly a bunch of hooeey. However, regardless, the business case is showing signs of slipping, even as INTC is showing signs of domination again over AMD with the P4 as the year moves on. Again, just initial impression, I need to actually listen to the CC. Tinker

To: Bilow who wrote (75673)	7/13/2001 1:25:25 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

Carl, I know that RDRAM prices have been dropping, but they haven't been dropping as fast as RDRAM is supposed to be ramping. According to your charts, RDRAM has dropped from the $600 range to the $120 range. Combine that with the fact that the only P4 chipset in production is i850, I would have to guess that your statement is incorrect. It is likely that the RDRAM price drop has been at a faster rate than the unit sales ramp. It seems the issues to watch in the future are i850 vs. i845 sales, and the prices of RDRAM and DDR chips. Your charts have been very helpful in tracking the pricing trends.