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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.23-1.4%Dec 1 3:59 PM EST

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To: Bilow who wrote (42655)5/21/2000 10:44:00 AM
From: mishedlo  Read Replies (1) of 93625
 
200% of what?
That is the question.
What is the real cost of SDRAM to Dell and the real cost of RDRAM to Dell. Assuming $8 for the former and $25 for the latter, is this really relavent in a $1000 to $2000 machine?
If it is $25 and $75 this is more important but still marketable IMHO. So what are we really talking about here?
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