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

To: JH who wrote (40747)	4/25/2000 3:29:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

John, I believe in RMBS's future, but the reality TODAY is that there are NO Rambus memory equipped systems out there which are readily available at a reasonable price which potential customers are scrambling to buy. There was an article posted recently that claimed that Dell is sucking up most of the RDRAM on the market. They've just converted their entire Precision workstation line to RDRAM. Also I just posted (within the last week) a comparison of the Dell B series and T series boxes which were identical except for RDRAM and the difference was about $300 (approx. $2300 versus $2600, though the $2600 system had a 733Mhz processor instead of a 700Mhz processor). Finally, there are supposedly over 50 models of systems shipping which use RDRAM. My guess is that Dell and possibly Sony are using up most of the available supply. We need production capacities to increase to make more systems available and to get the prices down. I'm currently using a four-year old Dell PII 266MHz system with 128M of PC100 memory, running the usual suite of Microsoft programs (Excel, Word, Explorer on 56k modem) together with the Bloomberg through an ISDN modem. It does not sound as if you need to upgrade to anything now, as long as you're happy with the performance. Why bother? Dave