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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%3:59 PM EST

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To: Jdaasoc who wrote (25154)7/19/1999 4:38:00 PM
From: Skeeter Bug  Read Replies (3) of 93625
 
>>You will have $2K+ PIII RDRAM machines and $599 Celeron with PC133. The price differential will be to big for performance difference.<<

jd, that is the crux of the matter. rdram is inefficient to build and costs MUCH more in a time when revenue growth is about flat w/ prices close to plummeting. little bang, BIG buck.

this type of announcement should not have been a surprise to anyone. looking at the 15 point drop, though...

i know, i know, it is only a weeks worth of gains ;-)
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