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: mishedlo who wrote (42286)	5/15/2000 11:16:00 PM
From: jim kelley	Respond to of 93625

Thanx, You have more patience with these guys than I can muster. They repeat themselves over and over again and ignore the salient issues. :)

To: mishedlo who wrote (42286)	5/15/2000 11:26:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 93625

Dell is paying far far less than anyone thinks. I understand this part. Dell's cost of RDRAM is less than $400. But why sell it for $400, if people are willing to pay $500 - 600 (based on the spot prices)? Whenever you see a flaw in market prices based on which you could make money with no risk (buying from Dell, selling at spot prices) given frictionless marketplace, there is something is fishy. If Dell was trying to gain market share by undercutting the competition, given Dell's advantage of low cost of Rambus, why doesn't Dell just build the reduction in the base price of the system instead? Joe