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

To: Dave B who wrote (40404)	4/19/2000 7:41:00 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 93625

Very polite of you Dave. It's the Rambus Way, I imagine. I don't know what the shop-bot sites are, but even your own Daniel Schuh posted that he found 128M RIMMs at $560 each. I would guess that the 256M RIMMs probably cost $800-$900 (a completely random guess). That would make your $3000 more like $1400, or half your estimate. pricewatch shows 256 m RIMMs at $1109 minimum. Keep generating, though, you're really good at it. It wouldn't be RMBS without the BS.

To: Dave B who wrote (40404)	4/19/2000 9:21:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 93625

Dave, I don't know what the shop-bot sites are, but even your own Daniel Schuh posted that he found 128M RIMMs at $560 each. That's kind of amazing that you don't know the cost of the main product of the company you invested in, when the product is a consumer item. No one is saying that we like these prices, and you shouldn't buy it if you're budget-conscious. I think it goes beyond being budget consciuos, when you are talking about the ratio in prices going from 5:1 to 10:1. We've always said that the first systems will be sold to people who need performance (as the PC World numbers have shown the PIII/820/RDRAM systems possess). If Rambus delivered the performance, I wouldn't question it. People spend incredible premiums buying the top of the line CPUs, even though the performance difference between the top of the line processor and a processor 50% cheaper may be only 10%. The problem with Rambus is that it does not deliver anything compared to a more mainstream PC-133 SDRAM, which happens to be a fraction of the cost. Joe PS: I always considered PC World to serve the bottom of the food chain type audience, but now, it seems that all of the general PC publications are dumbed down these days.