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

To: Jdaasoc who wrote (43915)	6/9/2000 11:36:00 PM
From: TimF	Respond to of 93625

Do you think that if Intel takes some of the profits from selling it's MU stock and buys enough Kingston's RIMM's to bundle RDRAM with all it's VC820 and OR840 boards that the prices of SDRAM and RDRAM will become much closer in price. SDRAM would be hit with an immeadiate "shortage" if production was switched from SDRAM to RDRAM ... However, PC sales would fall throught the floor if DRAM doubled in price. So Intel would be shooting themselves in the foot to help RMBS (actually I think they kind of all ready have done that but not as blatantly as you are suggesting. Tim

To: Jdaasoc who wrote (43915)	6/10/2000 5:11:00 AM
From: Daniel Schuh	Respond to of 93625

John, Intel may be forced to do something like that for Willy, but I can't see it happening with the VC820 or OR840. I don't know about 840 sales, but 820 sales seem so small relative to the overall PC market, it hardly matters. Remember, recalling the 80-odd % of 820 boards produced over 7 months or so that used SDRAM comes to about a million boards, according to published reports, compared to Intel's published processor production rate of 30 million/quarter. The 820 recall should give the drdram market a one-time shot in the arm, obviously, in something like the manner you state. But that's a one time deal. On the other hand, Intel did make some pronouncement about shipping 80% of processors bundled with mobos by the end of the year, so who knows? Cheers, Dan.