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

To: wily who wrote (27407)	8/23/1999 12:17:00 AM
From: Mkilloran	Respond to of 93625

IF RMBS price premium is reduced to only 10% in mid 2000 then why not put RMBS in all high end PC's going forward? As long as RMBS provides more than 10% performance improvement ....then go fo it... Then start putting RMBS into the "future" low end PC's as well .......

To: wily who wrote (27407)	8/23/1999 1:12:00 AM
From: Dan3	Respond to of 93625

Re: If Rambus had a 10% premium today, why not put it in everything? There are no computers that can use it yet. There is nowhere near the capacity to produce it. The quarter of the market that won't pay the $5 cost to upgrade a Celeron 366 to a Celeron 400 won't pay extra for rambus. I'm not being facetious, rambus faces something of a chicken and egg problem that can be addressed in a short period only if there is unequivical support from Intel. Intel represents about half the chipset market, so if Intel unilaterally switches all of its chipsets to support rambus, and discontinues all existing chipsets, you could get up to 50% of the market. That isn't going to happen. Neither VIA, ALI, or SIS have any near term rambus chipsets coming. If rambus is given away free (Intel decides to subsidize it completely), it's limited to between 10 and 20 percent of next year's market. If rambus is given away free (Intel decides to subsidize it completely), it could get 50% of the 2001 market. Dan