Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.29

+2.2%

Dec 2 3:59 PM EST

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To: Jdaasoc who wrote (73441)	5/22/2001 11:42:06 AM
From: pompsander	of 93625

John, excellent point...This is where intel's size gives it incredible power. It can use pricing policy to pick up or protect market share in those targeted segments...and a new rollout only makes the pricing plan easier to "explain" to the marketplace. Three to six months before the market demand begins to pick up is exactly when the strongest players will flex their financial muscles to try to maximize their position. Then, later, the rising tide of demand will allow them to reestablish margins. Dell is perhaps too out front with this approach right now, but who is to say? None of us will know for a year until the dust settles and we are back in a "normal" demand market and we can better count the winners and losers. The xeon deal sure looks powerful.

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