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

To: Tenchusatsu who wrote (25253)	7/20/1999 2:22:00 AM
From: Brian1970	Read Replies (1) \| Respond to of 93625

Here's something else from RB. It's a response to my posting the street.com article about INTC and RMBS today... By: wameyer11 Reply To: 307 by Brian1970 Tuesday, 20 Jul 1999 at 1:51 AM EDT Post # of 308 Brian1970-Thanks. Intel is simply giving OEM's what they've wanted all along, a way to pay for all the necessaries that go with the Rmbs ramp-up. These companies want to make money now, and can get big volume with cheaper machines until RMbs economies of scale prevail. This also gives VIA alot more competition and cuts their control of 133. Intel states it doesn't make sense(133) but its all in the ability to market. The VHS/Beta historical case comes to mind, with the difference that Rambus is clearly the way to go. Intel/Rambus won't make the marketing mistakes of Sony/Beta. Yes, we longs did recently relax, but still had trepidations of Intel 133 support, and now that it has quasi happened its' not as drastic as we perceived. Simply stroking the OEM's and sticking it to VIA. Today's selloff may continue tomorrow, presenting a good buying op when support is reached (85?). I like the '02 leaps.

To: Tenchusatsu who wrote (25253)	7/20/1999 2:56:00 AM
From: richard surckla	Read Replies (1) \| Respond to of 93625

Ten, I understand. I bought a $449 e-machine (incl rebate) as an extra. Performs well. Really surprised. It does what I want it to. It would not fit most users desires, but it does mine. But there are exceptions. I remember when I bought my first computer at $3,400. I told the salesman I wanted the best. He rattled off this and that... didn't understand one word, just nodded my head... Yes! Yes! and Yes! As I walked out the store I could see his reflection in the window rubbing his hands together with a big smile on his face. It was then that I realized I had gotten the "green weenie" and the welcome to the world of computers. And it is still going on today. People for the most part are computer ignorant and want the best. Greater cost means a better system. The more you pay the more you get. Low cost machines will appeal to another segment, those that are price sensitive. I was price sensitive but the e-machine machine I bought would do everything I wanted it to and then some. When I buy my next REAL MACHINE I'll get the best. Price will be of no consequence. And as I walk out the store I will look in the window for the salesman's reflection rubbing his hands with a big smile... it will be there... and once more I will know that I got the green weenie again, but I will be happy and tell myself that the price didn't matter. That I got the best.