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

To: Jdaasoc who wrote (34441)	11/13/1999 8:47:00 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Jdassoc; Interesting observation that Intel may be bundling RDRAM with its chipset in order to ensure compatibility. This would hardly be indicative of a robust solution. If true, this would be very bad news, but I don't think it is the case. The other case, that Intel is subsidizing RDRAM in order to get a system cost that is competitive is hard to believe. At $900 for 128MB, Intel would have to eat it really badly in order to get prices reasonable. Much more than what you would expect the chipset to cost. I don't think this is likely either. It could be that box makers are expressing fears that they won't be able to obtain RDRAMs to go with Caminos. So Intel is bundling them in order to reduce that fear. I think this is likely to be the case, this is a lot more optimistic than what you have been suggesting. Any rumors out there of memory makers turning back on wafer starts? I hear nothing. I would expect to see that news trumpeted by the people who want to see Rambus as a standard. Knowing that they are in production starts again (other than just for the game console) will influence buyers to be more likely to pick RDRAM. So my guess is that production is still halted. This would suggest a relatively slow ramp, with box makers being very careful. Hence the bundling. -- Carl