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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 93.49+1.2%10:07 AM EST
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To: Ian@SI who wrote (34938)11/20/1999 10:49:00 PM
From: Jdaasoc  Read Replies (1) of 93625
 
Ian:
Your wrong, just plain wrong. I checked out prices from Dell and IBM for standard business machines.
Business users buy a computer with: Intel microprocessor and chipset and MS Office.
The prices I gathered are for BX, 820 and 840 microprocessor.
The standard configuration includes 128 MB RAM, 733 microprocessor, 32 Meg performance Video card,
standard sound, NIC, Win98 and MS Office.

NOTE White box vendors will sell 840 based solutions like hotcakes when RDRAM become readily available.
Dell and other major OEM will suck up all Intel 820 and 840 production until RDRAM prices come down
and the other 60% of computer marketplace get a chance to sell RMBS based solutions.
My guess by Apr or May all computer manufacturers will be selling RDRAM computers for all
implimentations of performance computing which is 700 MHz and up.
It represents 5-10% of the marketplace at beginning of year and grows quickly to 30-40% at end of year.

__________________Chipset
_____________BX______820______840
Spec95fp_____22______28________30

Dell________$2000___$2250____$3200
IBM_________$2400___$2900____$3300
White box*__$2250___$2250____$2500

*less MSOffice
using INTC mobo
using current Kingston RDRAM prices
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