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

To: Bilow who wrote (79809)	11/16/2001 11:13:53 AM
From: Win Smith	Respond to of 93625

Rambus virtually dead on desktop - Intel theinquirer.net Ok, just because Mad Mike said "virtually" instead of "dead, dead," in the headline doesn't mean you have to snub him, Carl. A SENIOR EXECUTIVE AT INTEL has dared to say that DDR will supplant Rambus by 2003, confirming suspicions that RDRAM won't be long for the Santa Clara roadmaps. Nico Ernst, writing on Tec Channel, got the confirmation from Anand Chandrasekher, who has been outspoken in the past about Intel technology. The report quotes Chandrasekher as saying that by 2002 DDR based PCs will hog the performance desktop memory. He said that it was unclear whether DDR would make it into the "Celeron" space, which would be down to pricing between the different memory types. Rambus, he said will get "niched into the very performance intensive applications, largely workstations". Further, unless the economies of scale changed at Rambus, DDR will be the winner in workstations too. DDR-II, he said, would further cause the Rambus market to decline. If Chandrasekher - who described the INQUIRER as being like the National Enquirer* at the last Intel Developer Forum (IDF) - that means that it's likely to be 2003 before any of this happens. The latest roadmaps we saw in early November indicate Rambus still hogging the performance sector through 2002. You can find the Tec Channel story here. µ

To: Bilow who wrote (79809)	11/23/2001 8:10:40 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Update on spot pricing of DDR... PC133 DDR266 Premium Nov 1, 2000 $8.52 $31.80 273% Dec 1, 2000 $6.68 $28.00 319% Jan 1, 2001 $5.76 $17.00 195% Feb 1, 2001 $5.22 $14.80 184% Mar 1, 2001 $4.10 $12.35 201% Apr 1, 2001 $4.89 $10.41 113% May 1, 2001 $3.94 $ 6.62 68% Jun 1, 2001 $2.56 $ 4.50 76% Jul 1, 2001 $1.94 $ 2.68 38% Aug 1, 2001 $1.59 $ 2.15 35% Sep 1, 2001 $1.41 $ 1.94 38% Oct 1, 2001 $1.24 $ 1.93 56% Nov 1, 2001 $ .96 $ 1.50 56% Oct 1, 2001 $1.24 $ 1.93 56% Oct 5, 2001 $1.20 $ 1.86 55% Oct 12, 2001 $1.16 $ 1.80 55% Oct 19, 2001 $1.04 $ 1.65 59% Oct 26, 2001 $ .99 $ 1.54 56% Nov 2, 2001 $ .95 $ 1.50 58% Nov 9, 2001 $1.21 $ 1.68 39% Nov 16, 2001 $1.59 $ 2.21 39% Nov 23, 2001 $1.41 $ 2.65 88% Link for all prices: dramexchange.com You can see why Nanya (and others) are ramping up production of DDR. -- Carl