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.

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

To: gnuman who wrote (41809)	5/9/2000 11:15:00 AM
From: Dave B	Read Replies (2) \| Respond to of 93625

Gene, Doesn't it seem strange to mate a PIII/600 with a PC800 in a $1200 box at this time? Certainly not the best combo to get the most out of the PC800. And why aren't work stations and performance PC's consuming the RIMM's? They certainly represent the best revenues/margins for the maker. Probably, but the only visibility I have into Dell's strategy is some post from the Yahoo(?) thread a couple of days ago (linked here) that said Dell is trying to move their entire product line to RDRAM. Given that the Precision line is already there, and the Optiplex line is moving there, it seems consistent with that. As for the mix of PC600, PC700, and PC800, I have no explanation at all. The mix on the Precision line alone was strange (one unit with PC 600 or PC800, one with PC700 or PC600, and one with PC800 only, if I remember correctly). I'll take a moment to point out another trend that is way ahead of schedule. I'm pretty sure if we look back at the posts from late last year, we'll find predictions (and hopes) that RDRAM would be in sub-$1500 systems by the end of 2000. Well, after 4 months, we've already gone from $2500 systems down to $1500 systems (remember that the article said other vendors like HP are expected to follow). I don't think anyone predicted that we'd be in sub-$1500 systems by April. Dave