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

To: Scumbria who wrote (40819)	4/25/2000 8:55:00 PM
From: Don Green	Read Replies (2) \| Respond to of 93625

Scumbria Are you more a AMD Droid or a Mac Cultist? Regards Don

To: Scumbria who wrote (40819)	4/25/2000 10:03:00 PM
From: mishedlo	Read Replies (1) \| Respond to of 93625

Costs are indicative of several things: Rampup costs for new technology, Demand, supply Price is still too high, you win this one BUT what is Dell paying, that is what I would like to know. What is price for DDR. There is none because it does not really exist. I suspect it will be way higher than you want to admit. Demand is greater than supply, even at these prices. Maybe we should invest in DELL. However, price is dropping rapidly, and SPOT prices just are not that relavent. Supply needs to ramp up and it is. What is the supply for DDR?