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

To: Tenchusatsu who wrote (41995)	5/10/2000 11:12:00 PM
From: pompsander	Respond to of 93625

Tench: Regarding the price of RDRAM...Hey, nobody knows. I am quite sure that Sony's deal with Toshiba is sweet, sweet, sweet. Dell has been buying up samsung production in massive amounts. When a buyer agrees to buy "all production" or some such, the ability to negotiate excellent per unit prices is high. The fab maker knows whatever he makes will be bought. This removes huge uncertainties from the costs of ramping production, purchasing materials, estimating labor costs, etc. The OEM gets supply, whatever that is. If there is a market, a big market, the OEM is secure because whatever he can produce will find a market. Sony is in the ultimate sweet spot. I am sure Toshiba and Sony found common ground on pricing and production goals for PSII RDRAM. They both were in absolute "must win" situations. (or should I say, can't lose). Dell, well I don't know how many Optiplex and other high end systems they have sold with all that Samsung RDRAM (maybe we will know in the conference call Thursday), but various price quotes presented on the thread for Dell products (including the no monitor $1500 box) shows me that Dell ain't paying retail for that memory. Pricing is all about what you can get for what you got. I think Sony and Dell did some fine early negotiating....others couldn't, and the retail guy trying to price a RIMM at the corner store...forget it. By the way, the above analogy works for selling bread, selling tires, selling cars. Why not memory?

To: Tenchusatsu who wrote (41995)	5/10/2000 11:18:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 93625

Tenchusatsu, Are you actually long RMBS, or is your interest only academic? Joe

To: Tenchusatsu who wrote (41995)	5/11/2000 8:09:00 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

Tench. Replacing DIMM's with RIMM's Instinct tells me it isn't that simple. (Re: the 820 MTH problem). Any insight on what's required, (other than opening the box), to put RIMM's in a system configured for DIMM's? TIA