Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Dave B who wrote (28579)	9/2/1999 9:14:00 PM
From: pompsander	Read Replies (1) of 93625

.< As companies buy new desktops based on the Windows 2000 operating system, most will opt for Rambus models that will provide performance headroom for three years on average, he said. > Dave, this is the point we were discussing this morning. IT managers are under pressure to purchase hardware with adequate useful life to satisfy the accounting department's depreciation and amortization expectations. For a little more money, the capabilities provided by Rambus virtually guarantee the ability to run any app likely to appear in that time frame, and maybe a while longer. It will be an easy decision to defend to the beancounters, especially with Windows 2000 right around the corner, and all the derivative software likely to follow. Did you note the quote in the EE article about Dell expecting to have one-half the DRAMS it buys to be Rambus products. That is a lot of DRAMS! The penetration percentages keep going up.

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