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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 103.96+2.3%12:06 PM EST
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To: gnuman who wrote (73321)5/21/2001 1:42:59 AM
From: NightOwl  Read Replies (2) of 93625
 
No sale Gene P.<g>

Dell only recently joined the Free Market. I don't think its current circumstance or pricing has as much to do with DRDRAM supply/demand factors as they do INTC's market dictates.

In Samsungs case it can alter DRDRAM supply to maintain its preferred price because it's target market (P4 systems) has no options.

Dell/INTC have to pay Samsung's price because they don't like competition and must also "die" by that sword.<g>

Of course I am but a Thread Moron Savant, so take this with a large dose of salts. But I suspect that you should consider this particular round of DRAM "Segmentation" as another in a long line of "Standards Wars." Like feudal wars of succession, they create bubbles of anarchy and the temporary decentralization of power. But the model hasn't changed. Sooner or later a new power center will come to dominate the land.<vbg>

True in some cases the King will allow a subordinate Duke to peacefully co-exist. SDRAM no doubt will hang around for ages. But history suggests that RMBS will not be viewed in this fashion. Its own management plays this game for all the marbles. It knows that its fighting for its life and world domination. Tate seems to agree with this. I think its one thing he's got right.

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