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

To: kash johal who wrote (25582)	7/23/1999 5:04:00 PM
From: Dave B	Respond to of 93625

Kash, I'll be happy to discuss it further in December 2001 at which point we'll know how far down the chain RDRAM has penetrated. In the meantime, however, keep in mind that the PC Data numbers are retail and mail-order data only so it does not include direct corporate sales by Gateway, Dell (the largest volume seller to businesses), HP, IBM, et. al. Direct sales totals would increase the high-end numbers. I would agree that as far as I know in retail, the PC Data numbers are not unreasonable, especially since all those new customers who want to get in at $399 would go buy it at retail. Dave