Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

Nov 18 3:59 PM EST

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To: Dave B who wrote (24585)	7/12/1999 7:28:00 PM
From: Skeeter Bug	Read Replies (3) of 93625

dave, if my homework is to do your homework... yup. i didn't do my homework. but numbers don't tell the whole story on the surface. let's look at growth rates... 1999 2000 GROWTH (IMPLOSION) RATE <$600 10.8% 13.7% 27% $600-$1000 42.7% 43.4% 1.6% $1000-$1500 26.5% 26.9% 1.5% >$1500 20.0% 15.0% (25% IMPLOSION) now, this TOTALLY supports my assertion that most folks are migrating toward the cheap boxes - though i'd define cheap boxes as < $800. you know what? next year's $600 box and scanner and internet service is this year's $700 box. how LOW can you GO... seems to be operative. rmbs has a niche on the high end, for sure. the question is, how big. time will tell. ps - since all these cheap box buyers are trading up to much nicer boxes... why is the high end collapsing vs growing? ;-) as an aside, high end boxes used to be $2500+. as further proof of a loss of pricing power, high end is now $1500...

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