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Strategies & Market Trends : Sharck Soup

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To: Sharck who wrote (20668)	5/5/2001 9:04:39 AM
From: Paul A	Read Replies (1) of 37746

Shark, what I could tell you is 3 months ago when our company took on the Rambus line (we were late to the show, very late) us in sales were very excited because there was decent margins compared to other modules.. In 3 months I watch the price get sliced in half, and there is very little demand it seems.. Convincing people they need this power has proven to be very difficult.. I question the need for it as well.. I see alot of you folks are buying the monsters for your trading vehicles, but does the average joe need it? I certainly wouldnt be shorting RMBS to $0 but at the same time- going long would be a pure gamble..

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