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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Apollo who wrote (12423)	12/8/1999 2:18:00 PM
From: Brian Sullivan	Read Replies (2) \| Respond to of 54805

I think the biggest problem with Rambus is that consumers are not willing to pay any incremental price for their "superior" technology. I think that were going to see a high end system with Rambus memory that costs 10% more from suppliers like Dell, but I don't see that the demand for this additional performance will be there. This I think that Rambus product will only be a niche product for higher end systems and will not be used much in the low end systems (sub $1000, PC systems).