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

To: Jim Cash who wrote (28625)	9/3/1999 11:11:00 AM
From: Dan3	Read Replies (1) \| Respond to of 93625

Re: Don't you understand that the PC Makers need a higher priced product You misunderstood my point. It takes 8 chips to make a RIMM at the present time. The only near term volume production is coming from Samsung. The other producers are committed to game machine sales and their bin splits aren't good enough for PCs right now anyway. The total number of Rambus PC's that can be produced is going to be in the hundreds of thousands for Q4, and may not get too far beyond that until Q3 of 2000. So if Dell really sells only as many SDRAM PC's as Rambus PCs, its total sales volume would be drastically reduced. Dan