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

To: Dave B who wrote (47572)	7/19/2000 9:54:48 PM
From: Scumbria	Read Replies (1) \| Respond to of 93625

dave, to be quite honest, a low volume design might have trouble getting a consistent supply right now The embedded CPU market is much bigger than the PC market. With the exception of PS2 and Majic??, I don't think I've heard of a single embedded design using DRDRAM. Not now. When the price comes down. Your argument was based on the price not coming down, and I'd agree that if it doesn't, we won't see any wins outside of the system space. But, again, the price is continuing to come down, and the trend is our friend I think the game may be over. Unless PIV can pump the volumes of DRDRAM up by an order of magnitude, there doesn't appear to be much opportunity for the price of DRDRAM to catch up. Scumbria