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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.72+5.2%3:59 PM EST
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To: Dave B who wrote (47577)7/19/2000 10:41:10 PM
From: Scumbria  Read Replies (1) of 93625
 
Dave,

Of course the price of DRDRAM has come down. The consensus is that they are on an asymptote with a limit at +50%.

Not many people in the embedded market will be interested in paying a 50% premium for DRDRAM. The total system costs will probably have to get to <5% differential to stimulate much interest.

Scumbria
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