Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scumbria who wrote (55847)	9/29/2000 12:48:35 PM
From: sylvester80	Read Replies (1) \| Respond to of 93625

Scumbria, They were not going to sell it with RDRAM anyway. That was the reason for the delay in the first place. This was going to be a SDRAM CPU. I think they canceled it because #1 it was coming out at real pathetic slow speeds #2 cause $400 PCs are dead and #3 because their Celeron CPUs are doing just fine in that segment. I would rather see Intel focus and do excellent on P4 and what they currently have. Their hands are full as it is so this can only help Intel. We'll see.

To: Scumbria who wrote (55847)	9/29/2000 1:07:02 PM
From: mishedlo	Read Replies (1) \| Respond to of 93625

<<Hardly. The problem is that you can't sell a $599 computer with $200 worth of DRDRAM. Or even $100.>> Scumbria - PSII has two RDRAM chips plus a controller. They cost way way less than $599. IMHO they are having problems with that stupid translator again and desperately need all the RDRAM they can get.

To: Scumbria who wrote (55847)	9/29/2000 1:31:57 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Scumbria, Hardly. The problem is that you can't sell a $599 computer with $200 worth of DRDRAM. Or even $100. I know you want to lay every problem and issue with Timna at Rambus's door. The reality, however, is that this is not the issue. As I pointed out several weeks ago, the delay was due to the MTH issue. And I will go find the articles from earlier this year that expressed wonderment over Intel's desire to introduce a low-end system with an integrated graphics engine that could hurt the Celeron business. I haven't expressed opinions about the possible success or failure of Timna either way because of the concerns expressed in these articles. But RDRAM is not the issue in cancelling the product, either. You know, 6 months ago, you would have been complaining about selling a $599 computer with $600 worth of RDRAM. The price has come down tremendously since then, so that you're now complaining about $200 worth of RDRAM (although the correct numbers are probably closer to $300 and $100). Sensing a trend, here? Are you going to continue to complain when the price of RDRAM is even lower? Or can we hope that you'll shut up on this? Speaking of the price declines in RDRAM, who's more correct in their prediction -- the bears who said it would never come down or the bulls who said it would? Dave