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: richard surckla who wrote (76928)	8/7/2001 5:43:57 PM
From: Bilow	Respond to of 93625

Hi richard surckla; Re: "The 4Bank Rambus chips are 3 percent smaller than SDRAM chips, making them 10 percent cheaper than their DDR counterparts when mass produced, suggesting a faster penetration in the market, Samsung said." That doesn't jibe with what Samsung has previously said about their 4i parts: ... Circuit layout is optimized, while the chip size is at least 5-percent smaller than other Rambus DRAMs through the application of 0.17-micron design rule. ... samsungelectronics.com Translation: The new 4i initiative gives relatively small reductions in cost. And since RDRAM is still 4x the price of SDRAM, dropping costs by a few percent just doesn't mean jack. *RDRAM is expensive to buy because it is a niche memory, not because it has a huge die size.* The incredibly high price tag (relative to SDRAM) has very little to do with Samsung's cost of manufacturing, and quite a bit to do with the fact that very few companies make the stuff. -- Carl