Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 114.23

-0.8%

3:59 PM EST

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To: Barry Grossman who wrote (18530)	4/12/1999 12:56:00 PM
From: MulhollandDrive	Read Replies (1) of 93625

Barry- If I understand your post correctly, I think that argues against boxmakers near term. As I said, I think Dell is positioned better than most and obviously will suffer the least as each manufacturer jockeys for market share. Dell has historically averaged more $$$ per unit than the other manufacturers and I think is reflected in their margins. They said for months that they were not going to go after the sub 1000 and yet they have, they are now entering into the storage and service arena. These maneuvers indicate to me that they recognize that even if they successfully grab market share from IBM,HWP, & CPQ, competition being what it is will continue to cause price erosion and without new income streams, their bottom line will be effected. So I re-iterate, DELL being the low cost producer as you say, is best positioned, but they have their work cut out for them. I think we'll now a lot more after the second quarter results. bp

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