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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST
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To: Dave B who wrote (73518)5/23/2001 3:13:06 PM
From: Sun Tzu  Read Replies (2) of 93625
 
Dave,

I agree with you that the problem is of their own doing, but it is the nature of their business. I remember arguing about this with my Econ Prof on the grounds that if there is no money in it, why would anyone make it. His answer was that breaking even is better than taking a loss. BTW, I was including all the items you mentioned (e.g. salary, depreciation, etc) in my definition of cost. So we are in full agreement here.

Back to Rambus...given that DDR is a commodity like other DRAMs, the price drop may be due to: (1) DDR prices are falling due to shrinking demand, as RMBS bulls would postulate. Or (2) DDR prices are falling because of increase in supply, which DDR bulls would believe. The most logical way to settle this is to look at total volume shipments of DDR.

regards,
Sun Tzu
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