Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Zeev Hed who wrote (17812)	3/25/1999 2:45:00 PM
From: Dave B	Read Replies (1) of 93625

Not trying to sound negative here, but keep in mind that Rambus will first appear in the high-end PCs. With the continued advent of sub-$1000 (sub-$500, sub-$300, whatever) segment, I don't think Christmas selling is going to be a big driver of high-end system sales. Certainly not like in the past. The only thing holding us back is the "certainty" of a ship date. Once that happens, we'll explode because one of the few guarantees is that Rambus will come down the cost curve and appear in cheaper and cheaper machines over the next two years. But Christmas itself isn't going to do much for us. IMHO, Dave

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