Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 106.93

+2.1%

3:59 PM EST

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To: MileHigh who wrote (28961)	9/8/1999 8:58:00 AM
From: Dan3	Read Replies (2) of 93625

Re: Dan, I wonder if this has anything to do with RDAM? More production problems? Maybe more of a cost than production issue. With Sega entering the market at $200, they'll probably be down below $150 when Sony comes in at $400 - I would guess that a $400 game trying to displace an established $150 game is a non-starter. The recent news from Samsung may indicate that rambus costs aren't going to be coming down as quickly as had been hoped. Samsung's announcement could indicate that they've hit some kind of a brick wall (for now at least) and that the .18 shrink they've been promising would reduce costs wouldn't yield so they had to come in 10% larger (.18 x .18 vs. .19 x .19). Dan

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