Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.35

+5.4%

Dec 19 3:59 PM EST

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To: Richard Habib who wrote (34634)	11/15/1999 3:50:00 PM
From: Dave B	Read Replies (1) of 93625

Richard, 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. While the 28% difference is obviously a strong negative, remember that corporations (the initial purchasers of RDRAM-based systems) are buying much more than a box. They buy based on an on-going, long-term relationship that includes service, support, discounts, et cetera. Dell has done well in this area, which is why it's now holds the #1 share spot in the U.S., and that will make up for some of the difference. I wonder how equivalent RDRAM and SDRAM systems both from Dell would differ in price? Also, I don't think you'll see comparisons of 500/533Mhz systems. The mags are going to compare 700/733Mhz systems. What's the price % differential there? Still, I'd prefer to not start with such a large disadvantage <G>. Dave

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