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

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To: gnuman who wrote (54374)9/21/2000 11:12:51 AM
From: Dave B  Read Replies (1) of 93625
 
Gene,

The fact remains, $10,000+ systems aren't going to create a major market for P4 or DRDRAM.

What makes you think the P4 system pricing is going to be much more than current workstation pricing with the 840? It looks like Intel is going to price the P4 very competitively, and it's still a dual-channel system. You seem to be basing this on everyone maxing out the memory -- I don't think that'll happen. And even if everyone did upgrade to the max memory, the base price of the systems will still be considerably lower.

Dave
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