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Technology Stocks : AMD/INTC/RMBS et ALL

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To: Charles R who wrote (69)	9/18/1999 5:49:00 PM
From: kash johal	Read Replies (1) of 271

Charles, Re: "I think this argument can become weak in the context of OEMs - in the sense that it is not consumer picking making the DRAM choice but the OEM. Consumer marketing and OEM marketing, IMHO, are completely different beasts. But, let's say Intel can muscle it past OEMs and take it to consumers - in that case, can Intel/Rambus can develop a strong perception of a high-end product when the reviews and press do not support it? " I disagree completely. The OEMS are desperate to improve top line growth in PC market. They would much rather sell more $2000 computers than $500 computers. They all want and need higher ASPs to grow valuations. Yes they are selling a bunch of BS but whats new. We live in a society where BS works and sells every day. It is in EVERYBODYs interest AMD/INTC/RMBS/DELL/HP/GTW etc if we can get higher ASPs for computers. regards, kash

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