Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (78592)	3/24/2000 5:44:00 PM
From: Terry Maloney	Respond to of 132070

Michael, agreed about the news releases, they're solid. What I liked about this one in particular was that they now have a hypothesis about how EECP works. As for the good folk on the Street, well, you've been in a position to know. <g>

To: Knighty Tin who wrote (78592)	3/25/2000 8:21:00 AM
From: gnuman	Read Replies (3) \| Respond to of 132070

DRAM's I see Jono is now pushing RAMBUS. <g> individualinvestor.com The price premium for Rambus RIMM's is increasing rapidly. A check on PriceWatch show's an abundance of 64MB DIMM's with >300 entry's for PC100/PC133 DIMM's at prices as low as $22.00. Most are printing red, indicating price reductions. Too many to check the mean price, but $50.00 for PC133, (lower for PC100), is a WAG. Found 18 entry's for 64MB RIMM's with a mean price of $375.00. Similar situation with 128MB modules. Hundreds of DIMM entry's with many under $100.00 vs RIMM's at ~$750.00 So it appears the price premium for RIMM's is about 7.5X DIMM's, at least in the spot market. I found it interesting that DELL is discounting prices on RAMBUS systems. Does anyone think this is a sign of consumer acceptance? <g> JMHO's