Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: Scumbria who wrote (42663)	5/21/2000 11:04:00 AM
From: Zeev Hed	Read Replies (2) of 93625

Scumbria, all that is required is "narrower" specifications or better tolerances, I view this as an integral part of the learning curve. High yields in traditional chip production came about by the continuous tightening of the specs, and this part of the equation, IMHO, is evolutionary and not a major technical road block. As for unholy profits, these are not that unholy, but even if their current costs are trice their equivalent SDRAM cost (and I doubt they are so high, probably no more than twice), they still get as gross profits the total selling price (rather than gross margins) of a sdram for each RDRAM chip, they probably are getting twice as much, and laughing at MU's current policy of wait and see where the "chips will fall". Zeev

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