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

To: Bilow who wrote (80453)	1/4/2002 7:44:24 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Update on the DDR and RDRAM pricing trend... SDRAM rockets in price, RDRAM continues to drift lower, particularly in comparison to DDR: Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM/DDR 03/26/01 $46.20 $188.40 $306.20 +307% +562% 1.625 04/02/01 $45.20 $164.00 $293.20 +263% +549% 1.788 04/09/01 $45.00 $137.80 $281.60 +206% +526% 2.044 04/17/01 $42.00 $119.40 $257.80 +184% +514% 2.159 04/23/01 $40.00 $114.40 $246.00 +186% +515% 2.150 04/30/01 $39.40 $108.00 $224.80 +174% +471% 2.081 05/07/01 $39.00 $ 98.40 $210.00 +152% +438% 2.134 05/14/01 $38.60 $ 88.20 $198.40 +128% +414% 2.249 05/21/01 $34.80 $ 72.40 $189.80 +108% +445% 2.622 05/28/01 $33.20 $ 64.40 $184.00 + 94% +454% 2.857 06/04/01 $29.80 $ 61.80 $166.60 +107% +459% 2.696 06/11/01 $27.60 $ 57.80 $160.20 +109% +480% 2.772 06/18/01 $22.80 $ 54.00 $144.80 +137% +535% 2.681 06/25/01 $19.00 $ 49.00 $137.40 +158% +623% 2.804 06/29/01 $18.80 $ 46.60 $134.40 +148% +615% 2.884 07/07/01 $18.40 $ 45.40 $133.60 +147% +626% 2.943 07/12/01 $18.80 $ 43.20 $122.00 +130% +549% 2.824 07/19/01 $18.40 $ 39.40 $113.80 +114% +518% 2.888 07/26/01 $19.20 $ 37.40 $108.00 + 95% +462% 2.888 08/02/01 $19.00 $ 35.80 $ 97.20 + 88% +412% 2.715 08/09/01 $18.80 $ 33.60 $ 89.80 + 79% +378% 2.673 08/16/01 $16.80 $ 33.40 $ 84.40 + 99% +402% 2.527 08/24/01 $16.60 $ 31.80 $ 78.40 + 92% +372% 2.465 08/31/01 $16.60 $ 31.20 $ 77.00 + 88% +364% 2.468 09/08/01 $16.20 $ 29.80 $ 78.40 + 84% +384% 2.631 09/17/01 $16.00 $ 29.60 $ 79.80 + 85% +399% 2.696 09/23/01 $16.00 $ 28.40 $ 82.00 + 78% +412% 2.887 09/28/01 $14.80 $ 27.00 $ 82.60 + 82% +458% 3.059 10/05/01 $13.80 $ 26.00 $ 82.60 + 88% +499% 3.177 10/12/01 $13.00 $ 24.40 $ 83.80 + 88% +545% 3.434 10/19/01 $11.80 $ 23.40 $ 84.60 + 98% +617% 3.615 10/26/01 $10.00 $ 22.20 $ 84.20 +122% +742% 3.793 11/02/01 $10.20 $ 22.00 $ 83.20 +116% +716% 3.782 11/09/01 $13.60 $ 23.00 $ 82.20 + 69% +504% 3.574 11/16/01 $19.20 $ 29.00 $ 82.40 + 51% +329% 2.841 11/23/01 $18.60 $ 31.60 $ 80.40 + 70% +332% 2.544 11/30/01 $16.60 $ 35.60 $ 79.20 +114% +350% 2.225 12/07/01 $19.80 $ 44.00 $ 77.00 +122% +289% 1.750 12/14/01 $18.60 $ 47.40 $ 76.00 +155% +309% 1.603 12/21/01 $18.20 $ 49.20 $ 74.20 +170% +308% 1.508 12/28/01 $22.40 $ 51.40 $ 73.60 +129% +229% 1.432 01/04/02 $30.00 $ 53.80 $ 72.60 + 79% +142% 1.349 -- Carl P.S. Old data: #reply-16822998 New data from pricewatch: PC133: $ 22, 29, 33, 33, 33 --> $ 30.00 PC2100: $ 52, 52, 55, 55, 55 --> $ 53.80 PC800: $ 71, 72, 73, 73, 74 --> $ 72.60 Note that the above relatively low prices in RDRAM are temporary, and will end within 3 months, as I noted in the post which started this price series: Bilow, March 26, 2001 "Okay, the only restriction is that RDRAM prices are allowed to briefly dip below that limit due to over production issues, but such gluts will not last longer than 3 months. Prices to be achieved over the next 12 months, agreed?" #reply-15563097