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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (24365)	7/9/1999 1:40:00 AM
From: pompsander	Read Replies (1) \| Respond to of 93625

Skeeter, it is not always how many are sold, but how much margin is in the sale. Reminds me of the old joke about the guy who was selling at a loss on each unit,but he will be o.k. because he will make it up on volume. Lots of PCs are sold for under 1k. So what? Lots of PCs are sold for more than 1k. Businesses want not only quality product, but support, peripherals, etc. Dell's margins are far greater than just about anyone else's and certainly more than the kings of the sub -$1000 PCs. Memory is a cost of a PC, but not the only cost. Intel may have, as you put it, "bribed" the fab companies, but no one put a gun to their heads to take the dough. They could have instead committed to another technology and based their livlihood on it. But they took the money and promised to give their client (intel) what it wanted. What in the world is wrong with that? With DRAM prices so low, a little capital infusion certainly helps, but why would Intel do such a thing if it did not believe in the unquestioned future success of Rambus, performance or no performance. Rambus will be in the box, it will sell and it will produce royalties.

To: Skeeter Bug who wrote (24365)	7/9/1999 1:44:00 AM
From: Tenchusatsu	Read Replies (3) \| Respond to of 93625

<do 550s sell for less than $1k? is the sub $1k market the fastest growing market?> No, and yes. And you're point is ... Here's a hint. The sub-$1000 market is not the majority of the entire PC market. It might be the type of PC that makes headlines in the business sections, but others are sharp enough to see that mass business purchases are still a huge part of total PC sales. Here's another hint. Pentium II/III has been outselling Celeron even last quarter, and it's likely to outsell every quarter this year as well. Where do you think Intel is going to take the Pentium III line? That's right, DRDRAM. And as for the sub-$1000, or even the sub-$600 market, the new Timna integrated CPU will be released in mid-2000, and that will target the low-end of the PC market. Guess which memory technology Timna supports? And please, Skeeter, I asked you for proof, and I gave you some proof of my own. Denials are a dime a dozen, and that's all you've given me. Tenchusatsu