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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (811)	1/28/2000 1:38:00 PM
From: Alex Fleming	Read Replies (2) \| Respond to of 2039

Hi Steve, I understand the economics of the current situation and I am expecting the supply situation to improve by the end of February. What I would really like to know is what is the situation with yields is at this point. I took a look at pricewatch yesterday and was happy to see RDRAM slowly becoming available. I am looking to install 512megs into each of the two 840 boxes that I have here and noticed that there was currently about a 4x price difference between a 256meg DIMM and a 256meg RIMM PC800. Even if Rimms come down to 2x SDram in the near future, I am not certain that is enough of a drop for Rambus to become a "no brainer" purchasing decision in general. I am not surprised that the current supply is being eaten up by 'early adopters', that is almost always the case with this kind of thing. Looking out a bit, volume purchasers will now have to consider price-performance more carefully because now there is a choice to be made with regard to memory that was not there before. The other day I sat an unsuspecting associate in front of an 840 machine running Dual 733s and Rambus to do some 3D work. Afterwards I sat him down to use a similar spec. machine but running 700s using the older Intel GX chipset...the conclusion to all of this? The guy raved about the 21" Sony Flat Monitor connected to the first machine...as for speed...both were "real fast" but could not figure what was different about the two machines...apart from the monitor, which was fantastic! My point to this long post is that as long as the price differential remains high and the subjective performance differential remains low, trade offs will be made and not in Rambus's favour. Regards, Alex