Rambus (RMBS)

[cordob]

I think this will be a tough year for DRAM. Capacity will exceed demand unless there is attrition in the makers. That never seems to happen, though.


Has happened in the past when the Japanese more or less bailed.

I saw a recent report from people connected to IFX that yields on DDR2 would now be about 50% and on DDR about 75%. DDR2 probably also has a small die penalty, but negligible. I agree MHz come free, except when they are from Rambus

So if the changeover from DDR to DDR2 goes faster than so far, there might be shortages of the desired types/speeds.

Cheers
Cor