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

To: Bilow who wrote (81313)	3/2/2002 8:42:32 AM
From: cordob	Read Replies (2) \| Respond to of 93625

Hi Carl, can you point me to the older post from you which shows how you get/choose your pricing numbers? I am getting bombarded with terms like "pricing parity has been reached". Even though I do have a problem believing this I would like to check the facts. For example on the Fool nobody challenges this any more, even though afaik the Dell machines with rdram are more expensive. for example in this board message at ragingbull: ragingbull.lycos.com We talked with Tom Quinn, the VP of Marketing for Samsung (the interview will be featured next week), and he confirmed the parity of pricing between DDR, SDRAM, and RDRAM. While Samsung was convinced this would happen months ago, Intel didn’t seem to be as sure. The pricing of RDRAM has dropped significantly, and is now at parity with DDR and even cheaper than SDRAM, which currently is the most expensive memory on the market. ?????? Another thing which caught my roving eye was that hammer will use unregistered DIMMs which I suppose is both a cost advantage and a latency advantage. Cheers Cor PS looking at yesterday it might seem that I sold rambus too early at $ 7.30, but I replaced that investment at the same time by MU and look what they did yesterday:)