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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: Alan Hume who wrote (18567)4/13/1999 12:18:00 PM
From: MulhollandDrive  Read Replies (2) of 93625
 
Hi Alan,

I don't know how he came up with his numbers. 12-13% doesn't seem unreasonable. The big question mark about that article to me is the possibility of price reductions on corporate units. I read another analysts opinion yesterday where he basically said that corporate buyers feel that if they just push out their purchases prices will drop. If PIII is perceived as a dud, more price cuts could be on the way. I may be way off base about my perception of PIII, I know I got flamed about this last month when I related how my son decided to get a PII on his desktop, but that is exactly what he did, and furthermore, when I talked with Dell about PIII vs. PII, the salesperson told me that the average user would not perceive a much of a difference. (My son's biggest objection to PIII was the identifier, not so much performance or even price) My point is corporate buyers are not "average" users and therefore it is conceivable that they would decide it isn't worth paying a premium for PIII, ESPECIALLY with RDRAM on the near horizon. I may be missing something very fundamental here, but this seems like a scenario for deferring purchases. Let's face it, nobody thinks computing costs will be rising.

bp
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