Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

Nov 25 3:59 PM EST

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To: jim kelley who wrote (59038)	10/27/2000 9:00:31 PM
From: SBHX	Read Replies (1) of 93625

Jim, Perhaps, it is time that Intel purchased its own DRAM manufacturing capability for advanced DRAMS. They could buy Micron for cheap after the lawsuit. Intel has the best $/mm^2 silicon in the industry. If they had excess fab capacity, it would go into making more cpus. Memory is a commodity that regularly go into these great price reductions because of oversupply, this is why intel enjoys much higher multiples over the memory makers, and this is also why you can get $400 PCs now. Don't think intel will ever want to make cheap memory (flash, sure. dram? not likely). Some people actually opine that the PC industry has a god-given right to cheap memory (and components), and they have market forces behind them stating clearly that anyone who pushes more expensive memory will not have an easy job. Not even intel. Now, on the other hand if there was a significant cost reduction somewhere else as a direct result of using this more expensive memory that pulls the system cost a lot closer, then it's a different story. SbH

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