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

To: chic_hearne who wrote (45293)	6/20/2000 4:57:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 93625

You will be very happy if that happens. I'm not worried. Your FUD must be aimed at the less well informed. Shame on you.

To: chic_hearne who wrote (45293)	6/20/2000 5:01:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 93625

Chic, <Maybe when Willy starts shipping and nobody is buying them because they don't want to spend an extra $1000 just for the RAM, you will see my point.> What makes you think no one is going to buy Willamette just because of expensive RDRAM? If it's the fastest performer out there, I'm sure Intel can find "hundreds of thousands" of customers who will pay top dollar for such performance. And considering the size of the overall PC market, I don't think Intel will have any trouble finding such customers. The only way Willamette will fail upon release is if Mustang on AMD 760 chipset performs even close to Willamette platforms. Perhaps this is one of the assumptions you are basing your anti-Intel views on? Prepare to be unpleasantly surprised ... Tenchusatsu

To: chic_hearne who wrote (45293)	6/20/2000 6:51:00 PM
From: blake_paterson	Respond to of 93625

Chip(c): <<...apply it to the "real world"....All of this is irrelevent when it costs $500 per 128 MB. Even if it could get down to $200 per 128 MB, it would still be a serious problem for DRDRAM....Maybe when Willy starts shipping and nobody is buying them because they don't want to spend an extra $1000 just for the RAM, you will see my point.>> You seem focused on spot market prices. Do they reflect contract pricing in the industry? Trends only or quantitative relationship? You work for IBM, so I assume you already know this site: members.home.com The falling price of RDRAM has been discussed ad-nauseum on this thread. BP