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

To: The Prophet who wrote (76343)7/30/2001 4:38:01 AM
From: Bilow  Read Replies (1) | Respond to of 93625
 
Hi The Prophet; Re: "It'll cost you $37 more for an RDRAM P4 than an SDRAM P4 (128 MB). What's your pleasure?"

(1) Your price comparison is between DDR and RDRAM, I suppose, but you're not taking into account that the devil that Rambus is facing right now is SDRAM.

(2) You're ignoring the fact that RDRAM for the P4 requires dual channels, and that means twice as much overhead for modules.

(3) You left off the continuity modules. You also left off the other components and manufacturing requirements that make RDRAM more expensive than SDRAM.

But keep holding RMBS, you're probably going to be right in the end.

-- Carl



To: The Prophet who wrote (76343)7/30/2001 5:27:53 PM
From: gnuman  Read Replies (1) | Respond to of 93625
 
Dell Computer Corp. also recently inked a deal with Asustek for 200,000 boards a month, most of which will be SDRAM-based P4 boards.
(Excerpted from this article).
eet.com

I predict these are for the Dimension 2100 which I think DELL will introduce in August.
JMO


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