Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-11.1%

Dec 12 9:30 AM EST

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To: milo_morai who wrote (41597)	5/8/2000 1:55:00 AM
From: Dave B	Read Replies (2) of 93625

milo, Dave have you considered the concept that DELL is eating some of its profits in order for the RMBS based PC to move? It's possible. Michael Dell is an investor in RMBS (not sure how much he owns). I can't imagine why'd he'd want to do it for very long -- his investment in Dell is much bigger than his investment in RMBS, so it's in his best interest to make sure Dell keeps their dominant market position, not to make sure RDRAM is successful. OTOH, the B Series 800 and 1G systems beat the Athlon 1G's in recent PC Mag and PC World tests, so you'd think they might actually be able to charge a little more for the performance. (Incidentally, I was reading the latest PC Mag and they had a quick review of the HP 1G PIII system which they said just edged out the B1000 in performance!). Still, it's an interesting thought. Do you think it would be good news or bad news for RMBS if Dell was discounting the price slightly? Dave <edit: Actually, I'm going to bail on that answer a little -- HP's RDRAM systems are also priced at the same levels, so I doubt Dell is discounting it much. I haven't checked the Compaq or IBM prices.)

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