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

To: SBHX who wrote (80860)	2/2/2002 6:09:35 PM
From: SBHX	Read Replies (1) \| Respond to of 93625

Penguins by Lyle Lovett from _I Love Everybody_ I don't go for fancy cars For diamond rings Or movie stars I go for penguins Oh Lord I go for penguins Throw your money out the door We'll just sit around And watch it snow I go for penguins Oh Lord I go for penguins Penguins are so sensitive Penguins are so sensitive Penguins are so sensitive To my needs Penguins are so sensitive Penguins are so sensitive Penguins are so sensitive To my needs To my needs To my needs To my needs Penguins are so sensitive Penguins are so sensitive Penguins are so sensitive To my needs To my needs To my needs To my needs To my needs To my needs To my needs To my needs To my needs To my needs

To: SBHX who wrote (80860)	2/3/2002 3:29:07 AM
From: The Prophet	Read Replies (1) \| Respond to of 93625

Well, Scaredy, much remains to be seen. Keep in mind that it is not "greedy gouging" that is keeping DDR prices up; it is supply and demand. That's how it works in business. The goal is to charge as much as you can. Conversely, what kept DDR prices low initially was Micron's attempt to trick the industry into choosing DDR over RDRAM. It remains to be seen how this trick plays out (pun intended for mature chip makers only). Prophet

To: SBHX who wrote (80860)	2/3/2002 4:23:15 PM
From: Bilow	Respond to of 93625

Hi Scared but Hopeful; Re your response to The Prophet: "I guess technically, you did win that bet with Carl." No he didn't. The price reversion was due to an RDRAM glut, and it didn't last 30 months. The RDRAM premium over DDR is now back to 46%. It was only below 35% for 3 weeks (i.e. Jan 4, 11, and 18th). The agreement specifically included language for just this sort of effect: Bilow, March 2, 2001: 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." #reply-15563097 The overproduction issue is being solved by Toshiba exiting the RDRAM (for PCs) market, with Elpida probably following. -- Carl