Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Prophet who wrote (76055)	7/22/2001 3:21:01 PM
From: Bilow	Respond to of 93625

Hi TheProphet; Oh, I see. Our bet was about RDRAM RIMMs, and DDR SDRAM DIMMs. My recent statement was that RDRAM chips would get down to around 30% of SDRAM chips. But RDRAM RIMMs are going to have an extra cost adder that will bring the premium up to around 50%, at a minimum. But the difference between 30% or 36% or 50% isn't that big of a deal. The fact is that every new mainstream memory has become the cheapest. Not the "within 36%" ish. I've been posting that I expect RDRAM RIMMs to eventually get within 50% of the price of SDRAM (and DDR) DIMMs for nearly 2 years now. What has amazed me is that this has not yet happened. -- Carl