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

To: Richard Habib who wrote (26977)	8/12/1999 10:54:00 PM
From: Dave B	Read Replies (3) \| Respond to of 93625

Rich, Dave, of course businesses will buy some high end systems and I agree it won't be a chinese menu. You will get RMBS in the high end system. But I think you'd agree that volume purchases are made at the sweet point, somewhat behind the high end. RMBS will likely not be in the sweet point machines for a few qtrs. Rich Bingo. No one has ever said it would appear in any volume in the mainstream PCs immediately. We just need the high-end PCs to get going so that we can get the production ramped up. I'm pretty sure you read this board regularly, so you know that we're looking at 2001/2002 for the "big payoff". Dave