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

To: jim kelley who wrote (42281)	5/15/2000 11:11:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 93625

jim, Seems perfectly comprehensible to me.<G> If it is perfectly comprehensible to you, why don't you explain it here? I am curious. Joe

To: jim kelley who wrote (42281)	5/15/2000 11:13:00 PM
From: mishedlo	Read Replies (2) \| Respond to of 93625

This is the easiest question I have had in a long time. Dell is paying far far less than anyone thinks. They need to equip entire PCs. The fact that they can offer PCs with RDRAM at almost the same price as SDRAM PCs should be a clear indication. Dell is not stupid enough to take a loss just to keep Rambus happy. Spot prices are high because DELL (who stuck with INTC and RMBS) and SONY are sucking up the entire demand at pre-negotaited prices. Spot prices are dropping (but not fast enough) because supply is ramping up (also not fast enough) see I am fair about this. I can not prove any of this. There just is no other logical explanation.