Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: gnuman who wrote (39173)	4/3/2000 4:37:00 PM
From: Barry Grossman	Read Replies (3) of 93625

Gene, The explanation lies in the fact that there is not enough RDRAM yet available. Every time Dell sells one of these XPSB PC's, 128 MB RDRAM comes with it. If they sell more than 128MB to one buyer, they won't be able to use that in another XPSB, which is what Dell wants to sell - consequently, they discourage upgrades with the high price. When RDRAM becomes plentiful enough to allow Dell to sell as many XPSB's as demand warrants, then the RDRAM upgrades will get much cheaper. All in all, it's a sign of high demand for the XPSB's even as supplies of RDRAM are ramping. Barry

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