Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: pompsander who wrote (24367)	7/9/1999 11:11:00 AM
From: Skeeter Bug	Read Replies (3) of 93625

>>Intel may have, as you put it, "bribed" the fab companies, but no one put a gun to their heads to take the dough. They could have instead committed to another technology and based their livlihood on it.<< guess you aren't familiar with samsung. they took intel's money to develop rdram. they took their OWN money and put it into ddrdram. hmmmmmmmmmm... dell has done excellent selling to the high end. however, their growth is slowing just as the high end, high margin sales are slowing. >>But they took the money and promised to give their client (intel) what it wanted. What in the world is wrong with that? << yes, but to customers want it. intel isn't an end customer. remember, intel backed burst edo. it burst when it came on the scene ;-) the mass pc market is headed in one direction. the avg pc sold is about $900 and dropping. hidden in the fall is the fact that pc mfrs include printers and / or monitors and / or scanners in the falling asp. piiis a dud. it hasn't juiced pc sales one iota. people buy price. rdram will sell. my guess is to about 2% of the market. at those volumes, it will never become cost competitive w/ its counterparts. oh, and yes, micron was going broke and desperate. wave half a billion in front of them and they'll do anything. you did hear about the fight between steve appleton (mu's ceo) and i think it was rmbs' ceo or vp at dan niles' cocktail party didn't you? seems mr rmbs wasn't happy w/ appleton's lack of support. hmmmmmmmmmmmmmm... ;-)

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