Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.82

+2.7%

Nov 26 3:59 PM EST

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To: techreports who wrote (78858)	10/1/2001 8:35:35 PM
From: Skeeter Bug	of 93625

hardwarezone.com >>RAMBUS had an even bigger blow when Intel openly showed results with PC133 SDRAM matching the RAMBUS DRAM<< intel is always right, right? >>This caused users to begin questioning the performance of RDRAM and whether it was justified to pay such a hefty amount for that little gain in performance.<< basic marginal benefit vs marginal cost economics. how simple... in reality, i'm not so sure the market will catch on to ddr very quickly unless there is no price increase. news.cnet.com >>"You're going to take a performance impact," said Dean McCarron, principal analyst at Mercury Research. "The reality, though, is that it doesn't matter" for most corporate customers.<< a couple points... 1. a 10% improvement is only on memory intensive tasks, which make up a small % of most users' tasks. the overall impact is about 1-2%. 2. my company could increase productivity more by purchasing motion sensor devices that shut down screen savers vs purchasing rdram. come on!

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