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


To: Lizzie Tudor who wrote (45530)6/22/2000 2:44:00 PM
From: Barry Grossman  Read Replies (1) | Respond to of 93625
 
Lizzie,

Welcome to the long side of RMBS. I think you will be very happy you jumped in when you did.

which supply chain at Dell is producing the Rambus products...The reason I care about this is that I think the consumer chain can effectively kill any other product line from any other supplier. But the corporate chain is less efficient by design.

I'm not clear on what you are trying to say here. Please elaborate.

I am not aware that Dell produces products in different supply chains. What do you mean by supply chain? Do you think there are separate production lines for different markets? I don't think so. But as Dennis Miller says, I could be wrong but that's just my opinion.

Barry