Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Dave B who wrote (42130)	5/12/2000 4:12:00 PM
From: gnuman	Read Replies (2) of 93625

Dave re: < but I don't believe that they've introduced a non-RDRAM PC/workstation product line since January.> I'm assuming the 810 based product was intro'd after that. And I expect a lot of 815 based product when that starts shipping from Intel. That gets RDRAM into the Dell $800 systems (remember that they don't compete in the really low-end). I think their version of low end will continue to be SDRAM for this year. And for RDRAM in an $800 box the price will really have to come down. Any guesses what % of their 11.8M was laptops? From Dell's report: "...workstations and notebook PCs rose to 48 percent of total system sales." Assuming W/S's were around 100K units for the quarter, (a WAG from the IDC report), notebooks had to be a large percent. Tough to estimate units since Dell doesn't give asp's or units in their reports. p.s. Nice to have a civilized disagreement, isn't it? <G> That's for sure.

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