Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.40

+5.4%

Dec 19 9:30 AM EST

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To: jim kelley who wrote (46789)	7/8/2000 9:47:54 PM
From: Dan3	Read Replies (2) of 93625

Re: RDRAM is aimed squarely at the performance end of the desktop PC market... Too bad its performance is poorer than that of SDRAM. At least it costs 3 times as much. If somebody wants the most expensive machine available, and performance is no object - ring up another sale for RDRAM! Most people, however, don't have that particular set of criteria. Which is why RDRAM machines have been running about 1% of sales, and that's before Intel substituted the 815 for the 820. It looks like Sherry Garber's 6% sales estimate for RDRAM this year was hopelessly optimistic. Well, as Rambus said last year, there's always next year - which is when Willamette gets its non-rambus chipset. Dan

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