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

To: Bilow who wrote (80852)	2/2/2002 1:21:58 AM
From: The Prophet	Read Replies (2) \| Respond to of 93625

Well, I guess it was unreasonable to expect the Bilow-meister, on his own initiative, to conceded he lost his bet to me. So, I guess I'll have to do it for him. In March 2001, Bilow bet me that RDRAM would never fall below a 36% premium over DDR. It has. Bilow is wrong. He will be wrong again. The dark side always loses. Here are the links in case Bilow tries to find some excuse out of this one: Message 15563091 To:Bilow who wrote (69138) From: The Prophet Monday, Mar 26, 2001 1:49 AM View Replies (6) \| Respond to of 80855 So, since we're making predictions, let me see if I have this straight. You claim: RDRAM > 1.5 * SDRAM DDR = 1.1 * SDRAM Ergo: RDRAM > 1.36 DDR So your prediction is that RMBS will not get cheaper than 36% more than DDR. Alright, I'll take that bet, too. Hope you're keeping score. siliconinvestor.com To:The Prophet who wrote (69140) From: Bilow Monday, Mar 26, 2001 1:56 AM View Replies (3) \| Respond to of 80855 Hi The Prophet; 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? The anotherr issue is that Rambus longs frequently want the price of the cheapest variety of RDRAM to be compared to the most expensive variety of DDR or SDRAM. To settle that, the versions of DDR, RDRAM and SDRAM are the highest currently more or less common in shipping product. That means PC800, PC133, and PC2100, no particular latency. Agreed? Also, these are DIMM prices, not the individual chips, and the DIMM size is to be the 256MB, which will be the most common density for SDRAM and DDR one year from now. For RDRAM, you can use either the 256MB or twice the price of the 128MB size, whichever suits your fancy, as RDRAM more frequently comes with a split bus. Agreed? How's about average of lowest 5 prices on PriceWatch, subject to the above constraints. The reason for this that with all three memory types, there is a tendency for certain subtypes to be extraordinarily expensive. But the cheapest types are more likely to be what is natural for a PC with a relatively small size memory (i.e. not gigabytes). Agreed? --

To: Bilow who wrote (80852)	2/8/2002 10:57:47 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; Update on the DDR and RDRAM pricing trend... Pricewatch removed 64MB RDRAM from their system memory links. They now have 12 entries for DDR and only four entries for RDRAM: pricewatch.com 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 01/11/02 $36.80 $ 60.00 $ 74.20 + 63% +102% 1.237 01/18/02 $33.60 $ 56.40 $ 73.80 + 68% +120% 1.309 01/25/02 $32.60 $ 54.00 $ 73.60 + 66% +126% 1.363 02/01/02 $31.60 $ 49.40 $ 72.00 + 56% +128% 1.457 02/08/02 $35.60 $ 55.80 $ 70.60 + 57% + 98% 1.265 -- Carl P.S. Old data: #reply-16998188 New data from pricewatch: PC133: $ 35, 35, 36, 36, 36 --> $ 35.60 PC2100: $ 53, 54, 57, 57, 58 --> $ 55.80 PC800: $ 69, 70, 70, 72, 72 --> $ 70.60