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

To: Bilow who wrote (75785)	7/15/2001 9:36:09 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

carl: RDRAM dropping. I have only made two predictions about memory pricing. 1) RDRAM will be within 30% of SDRAM or DDR by Sep. Since MM seem to able to flood the market beyond any natural level of demand with 128 Mbit SDRAM or DDR for $2.00 for a month or two with no end in sight and one going bankrupt; 128 Mbit RDRAM could easily sell for $3 at this rate. These prices would put the cost difference for 256 MB for a P4 computer at $16. RMBS stock will stay below $10 a share because royalties will stay below anything one has predicted so far. Please don't call me a dreamer that believes that RMBS is going to triple digits or even double digits soon. 2) PC's with DDR DRAM sockets will by and large will need to be registered DDR memory in computer configurations that compete with RDRAM. The need for $11 of popcorn and it's associated wait state (latency) will exceed the price difference with RDRAM and limit it to use in high memory configuration like servers. john

To: Bilow who wrote (75785)	7/16/2001 8:45:54 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Update on the DDR and RDRAM pricing trend... Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM/DDR 03/26/01 $46.20 $188.40 $306.20 +307% +562% 1.625 04/02/01 $45.20 $164.00 $293.20 +263% +549% 1.788 04/09/01 $45.00 $137.80 $281.60 +206% +526% 2.044 04/17/01 $42.00 $119.40 $257.80 +184% +514% 2.159 04/23/01 $40.00 $114.40 $246.00 +186% +515% 2.150 04/30/01 $39.40 $108.00 $224.80 +174% +471% 2.081 05/07/01 $39.00 $ 98.40 $210.00 +152% +438% 2.134 05/14/01 $38.60 $ 88.20 $198.40 +128% +414% 2.249 05/21/01 $34.80 $ 72.40 $189.80 +108% +445% 2.622 05/28/01 $33.20 $ 64.40 $184.00 + 94% +454% 2.857 06/04/01 $29.80 $ 61.80 $166.60 +107% +459% 2.696 06/11/01 $27.60 $ 57.80 $160.20 +109% +480% 2.772 06/18/01 $22.80 $ 54.00 $144.80 +137% +535% 2.681 06/25/01 $19.00 $ 49.00 $137.40 +158% +623% 2.804 06/29/01 $18.80 $ 46.60 $134.40 +148% +615% 2.884 07/07/01 $18.40 $ 45.40 $133.60 +147% +626% 2.943 07/12/01 $18.80 $ 43.20 $122.00 +130% +549% 2.824 06/25/01 $19.00 $ 49.00 $137.40 +158% +623% 2.804 06/26/01 $18.60 $ 48.20 $137.00 +159% +637% 2.842 06/27/01 $18.60 $ 48.20 $136.80 +159% +636% 2.838 06/28/01 $18.20 $ 47.80 $134.40 +163% +638% 2.812 06/29/01 $18.80 $ 46.60 $134.40 +148% +615% 2.884 ... 07/07/01 $18.40 $ 45.40 $133.60 +147% +626% 2.943 07/08/01 $18.20 $ 45.20 $133.60 +148% +634% 2.956 07/09/01 $18.60 $ 45.40 $133.60 +144% +618% 2.943 07/10/01 $18.80 $ 44.60 $131.20 +137% +598% 2.942 07/11/01 $19.00 $ 44.60 $129.40 +135% +581% 2.901 07/12/01 $19.00 $ 44.20 $127.00 +133% +568% 2.873 07/13/01 $18.80 $ 43.20 $122.00 +130% +549% 2.824 07/14/01 $18.80 $ 43.20 $119.80 +130% +537% 2.773 07/15/01 $19.00 $ 42.80 $118.20 +125% +522% 2.762 07/16/01 $19.00 $ 42.40 $116.80 +123% +515% 2.755 -- Carl P.S. Old data: #reply-16079070 New data from pricewatch: PC133: $ 19, 19, 19, 19, 19 --> $ 19.00 PC2100: $ 41, 42, 43, 43, 43 --> $ 42.40 PC800: $114, 114, 115, 119, 122 --> $116.80