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

To: Don Green who wrote (50415)	8/20/2000 3:46:26 PM
From: Jim McMannis	Respond to of 93625

RE:"Rambus RIMMs are continuing to drop in price as Intel moves closer to the fateful day when its Pentium 4 "Willamette" processor starts edging out of the fabs. Nevertheless, there still appears to be very little demand from either Taiwanese mobo makers or consumers for machines using the i820 "Caminogate" chipset." --- Put 2 and 2 together and it doesn't take a Genius to figure out why the price of RAMBUS DRAM is dropping... No demand... Jim

To: Don Green who wrote (50415)	8/20/2000 11:10:36 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

Don: Rambus RIMMs are continuing to drop in price My ass. Current prices for 128 MB EEC Compaq RDRAM. PC600 $ 434 PC700 $ 491 PC800 $ 534 The cheap RIMM quoted on internet are the last of the Intel freebie RIMM's. Intel gave about 200,000 sets of VC820 motherboard (value $140) and 128 MB RIMM (value $400-$500) to anyone who had so called defective CC820 motherboard that returned it to Intel. CC820 motherboard cost about $120 before Intel took it off market. So, some people pickled VC820 motherboard and they are tying to sell RIMMs on internet for $300 or about $200 below actual street price for RIMM bought from legitimate sources. If anything, I see DRAM prices going up as long as demand stays strong. However, if more manufacturers like Fountain Tech go out of business taking Intel for $13 M, demand may not be that strong as one would believe. theregister.co.uk Costco, BJ's Sam's Club sold a lot of Fountain brand machines. In conclusion, if guys like Fountain couldn't make a go of selling cheap SDRAM computers how are similar surviving computer assemblers going to make money making cheap DDR SDRAM computers. I have yet to hear of a computer vendor who was making RDRAM enabled computers having trouble paying their bills. john