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: Jdaasoc who wrote (80068)	12/2/2001 7:28:52 AM
From: Bilow	Read Replies (4) \| Respond to of 93625

Hi Jdaasoc; Re: "RDRAM and registered DDR are getting closer in price like I suggested this summer and you responded with your typical insults back then." <rant> *Don't try and slant what happened.* When you were on to me last summer 512MB RDRAM was cheaper than 512MB DDR by quite a lot (i.e. DDR was $494 and RDRAM was $377 as you noted here: #reply-16015697 and here #reply-16013082 ) and you thought that was significant, particularly that registered DDR was at a huge premium to unregistered DDR. *I told you that it was temporary, and that it wasn't because of the bill of material.* I told you that registered DDR would eventually sell at prices pretty close to unregistered DDR (see #reply-16015834 ). And what happened? That's right, within a few weeks of your, oh so significant observation that registered DDR was more expensive than RDRAM, *registered DDR dropped below pricing for RDRAM*. The entire price sequence makes you look nothing other than silly and uninformed. And what did you expect, you know nothing of manufacturing costs or the memory industry (except as a buyer for systems). I design with the stuff, I know how to calculate a BOM. I know how to look up pricing on the parts that are included in a registered DDR but aren't in the unregistered. And I made those calculations and I concluded that registered DDR's premium would drop substantially. And now, registered 512MB DDR is only 39% above the price of unregistered DDR. Even with the recent price rises in DDR (which are supposedly temporary due to demand), RDRAM is still more expensive than even registered DDR. If you want to have a party feel free to have it after RDRAM becomes cheaper than registered DDR, but my guess is that if that happens it will be only a temporary condition. I'll stop the 512MB registered vs RDRAM charting about a year from when I started it. At that time it should be clear to all, even those blinded by greed, what has happened. </rant> My guess is that DDR could remain relatively expensive (compared to SDRAM) up until 3 months from now, as that's how long it takes for the memory makers to turn the spigot on. It's going to be time for me to buy a new motherboard for my PC. I've never got one with a graphics accelerator because I just don't play 1st person shoot-em-ups, but I'm thinking about an nForce 420 when they come down in price. Before, I've just gotten stuff like cheap frame buffer graphics adapters, if anything. I want it to be fast enough for light engineering design work. I'm a little worried about what monitor types and resolutions would be supported by an nForce. But I'm not looking for it to be a solution for more than a year or 18 months anyway. Any comments? -- Carl P.S. I'm guessing you saw the memory price rise coming and stocked up on cheap RAM. If so, congrats.