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

To: richard surckla who wrote (40465)	4/20/2000 9:33:00 AM
From: richard surckla	Read Replies (2) \| Respond to of 93625

Price of Rambus RIMMS droping From the Register: Posted 20/04/2000 9:44am by Mike Magee Price of Rambus RIMMs drops shock Kingston Technology, purveyor of memory modules, said today that it has dropped the price of some of its Rambus RIMMs by as much as 68 per cent. The average amount of the drop is 35 per cent, Kingston said, and a representative from the firm said that the reason was greater availability and shorter lead times for RIMMs. This will be great news for those who wish to use Rambus memory on their 820 motherboards but will be bad news for people who have just bought RIMMs before the price dropped by 68 per cent. A representative claimed that system OEMs, including Dell, Compaq, IBM and HP, are introducing "many new products" which support Rambus memory. Late last year, one of the co-chairmen of Kingston said yields of Rambus RIMMs were low. But in February, at the Intel Developer Forum, Rambus employees claimed they were doing everything possible -- short of scrapping their royalty fees from sales of the memory -- to reduce prices. ©

To: richard surckla who wrote (40465)	4/20/2000 1:15:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Michael Dell needs help... Someone has given him some bad advice. He has gone ahead and replaced SDRAM in all of his Workstations with RDRAM. Where are his engineers? Which represents about a whopping 265K units in 99, perhaps 477K units in 2000 or 0.3% of the box market. RMBS units remain quite rare. The discussion should focus on units shipping not DRAM makers PR intentions. Intentions are soft - units shipped is hard. And while I'm at it benchmark discussions are even less useful. In complex systems benchmarks are like statistics - they can support what ever you want. As long as performance is not completely differentiated - Marketing will trump - e.g. Apple. Rich