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

To: Dan3 who wrote (26637)	8/8/1999 12:12:00 AM
From: J_W	Read Replies (1) \| Respond to of 93625

Dan, Have you read Dell's white paper on Rambus yet? dell.com They have reached a conclusion much different than yours. Where are they going wrong? Jim

To: Dan3 who wrote (26637)	8/8/1999 12:36:00 AM
From: Chas	Read Replies (1) \| Respond to of 93625

The die size is only part of the increase, then you have the package which is $1.50 vs $.35, then the rimm cost more, xray is required to verify microBGA connections, testers are $6M and requires at least two passes. Intel charges more for the motherboard and the system requires more special wind tunnel type cooling adding more costs. I do not think suppliers or Intel are ready to absorb the costs to get into this technology change. If Pc100 costs $100 for a 128Mbyte module then a RDRAM Rimm will cost at least $225 up to $350. We shall see in September. Then you have to add the system costs to that. I hope customers can justify buying RDRAM based systems, we need a good benchmark software to show the comparisions.