Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.53

+0.7%

Nov 28 12:59 PM EST

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To: tinkershaw who wrote (74847)	6/23/2001 1:03:31 PM
From: Skeeter Bug	Read Replies (1) of 93625

ts, i am not disputing history in the slightest. however, i do maintain that the difference between a 386 and 486 is much different than between a piii and piv. decisions are made on a marginal cost vs marginal benefit basis (econ 101 - so simple yet quite brilliant). since the marginal benefits are slim, folks aren't willing to pay much for the benefits. the only thing keeping unit sales growing are collapsing prices due to supply / demand dynamics. yes, set the avg pc price at $3000 and adjust for inflation and pc unit sales will collapse - even though performance is improving. it isn't enough to justify the cost. it was in the old days when hardware was dragging everyone down. it no longer does in 95%+ of the circumstances.

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