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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: jim kelley who wrote (56714)10/5/2000 2:10:26 AM
From: Ted The Technician  Read Replies (1) of 93625
 
I'm reading "The Innovator's Dilemma" where it describes
how strong companies eventually die from attacks from
entrants serving the low-end markets.
The idea is that the dominant
companies have little incentive to support a new
low-margin technology even though the company has
the technology ready for commercialization.
(BTW, MU mentioned that it qualified 128MB RDRAM on
the conference call.)

The dominant company prefers to withhold the new
technology until the market has developed enough
for it to justify a movement into the market. What
the dominant company fails to recognize is that
as the new entrants develop the new technology,
that new technology is being sold to new customers
and the new entrants will be able to lower its cost
structure as it obtains more business. By the time
the dominant company recognizes the threat and
commercializes the product, it is too late. The
dominant company will not have the low cost structure
that the new entrants already have (remember the
new entrants will already control the low-end market
thus resulting in a larger market share than the
dominant company), and the dominant company
will be lucky to survive the attack. We might be
witnessing the decline of MU.

Per the conference call, MU appears to be moving towards
flash and SRAM at the expense of expanding DRAM production.
Flash and SRAM is growing faster than DRAM.
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