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

To: Dave B who wrote (41821)	5/9/2000 11:33:00 AM
From: pompsander	Read Replies (1) \| Respond to of 93625

If yields on PC800 are so bad and the final product so scarce, why would Dell "waste" it on lower powered systems? I wonder if Dell isn't swimming in RDRAM product vs. other boxmakers. They were certainly first to embrace it widely and may have contracted to, as the rumor went, buy everything Samsung could produce. Now, if true, shouldn't Samsung be licking its chops and producing as much of this high-margin product as possible? Sure. And the other Dram houses see this and move in, as press releases seem to indicate. Where is all this talk about no demand for RDRAM systems. Our firm buys exclusively from Dell and we have about a dozen precision and optiplex systems now in house with RDRAM. Our standard configured new system has migrated to a PIII 600 and if RDRAM is the memory offered, it is what we will buy. The pricing is fine compared to what we were paying for Pentium 150s not that long ago. Are we alone? I doubt it.