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To: Dave B who wrote (47577)7/19/2000 10:41:10 PM
From: Scumbria  Read Replies (1) | Respond to of 93625
 
Dave,

Of course the price of DRDRAM has come down. The consensus is that they are on an asymptote with a limit at +50%.

Not many people in the embedded market will be interested in paying a 50% premium for DRDRAM. The total system costs will probably have to get to <5% differential to stimulate much interest.

Scumbria



To: Dave B who wrote (47577)7/19/2000 10:58:10 PM
From: pompsander  Read Replies (2) | Respond to of 93625
 
OOTOTOT....Hello everybody. I was in Tahoe and Sunriver Oregon the past ten days and had a terrible time dialing up the net. So, followed the news from "traditional" sources....(Hey, Willow Bay got her hair cut!)From reading the most recent fifty posts it sounds like not much has changed since I left.

Or am I Wrong? Dave? Scumbria? (by the way, Scumbria...used your straddle concept on Gemstar this month and did very well on the pop when the TVGIA merger was approved. Closed out now with a 200% gain for a two week adventure).