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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.40+5.4%Dec 19 9:30 AM EST

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To: Dave B who wrote (34633)11/15/1999 3:38:00 PM
From: Richard Habib  Read Replies (1) of 93625
 
Dave, the price difference between a Micron Sdram system and the Dell RDRAM system is about 28%. The question will be does the Dell system offer more than 28% performance improvement - otherwise the RDRAM camp needs to pull a pretty neat marketing trick to get these systems moving short to mid-term.

Micron Millenia 500Mhz 128MB SDRAM 13.6 Gig HD DVD $1869
Dell XPS B 533Mhz 128MB RDRAM 13.6 Gig HD DVD $2407

Will the somewhat better processor and RDRAM make a 28% difference. We'll see when performance comparisons start to flood the mags and sites. Rich
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