Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

Nov 25 3:59 PM EST

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To: Tenchusatsu who wrote (24356)	7/9/1999 1:22:00 AM
From: pompsander	Read Replies (2) of 93625

When IT departments go out to make large departmental buys of hardware, they buy to a spec that will meet their needs for the foreseeable future. As Ten points out, that is why many customers buy the 550 megahertz pentium instead of the 450 - despite the seeming lousy cost/benefit ratio. Dell lives on this fact of life in its corporate accounts. Next year rambus is in those same machines selling to corporate customers - 600, 700 800 megahertz. Standard, high end business boxes. Hundreds of thousands of them will be sold without a thought to the fact that $200 can be saved by stepping "down" a little. Forget the Gateway individual buyer. He won't make Rambus' first year rollout a success. (although he might help make the second year a success!)

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