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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.78+5.3%2:23 PM EST

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To: kash johal who wrote (25178)7/19/1999 6:38:00 PM
From: Skeeter Bug  Read Replies (2) of 93625
 
kash, let's exclude initial process development costs. they are always a little sticky for every big change in technology. the key to low cost is output. if you can't get the ouput, the cost savings and lower price won't be there. in addition, rmbs takes up more wafer space, is more difficult to mfr (even after development costs are exclude - it is more complex) and rmbs gets its cut.

that is a big hump to jump over. not impossible, for sure. but very, very big.

if everyone buys rmbs only when it gets a lot cheaper and it can't get cheaper until everyone buys it...
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