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To: maui_dude who wrote (123576)12/21/2000 5:25:01 PM
From: maui_dude  Respond to of 186894
 
Aloha Thread, The current downturn might help Intel (through Rambus).
This could lower P4 system prices faster and help P4 ramp. Just trying to find silver lining in the recent bloodbath (-:

Maui.

Article : Memory prices sinking on eve of Micron earnings
at
news.cnet.com

From the article:
Oddly enough, the slide could help Rambus. While Rambus memory remains far more expensive than standard memory, that higher price gives an incentive for manufacturers to dedicate resources to it. Rambus is the only kind of memory that can be used in Pentium 4 computers.

"In a perverse way, this weakness is good for Rambus," said Osha, explaining that memory makers might be thinking, "If I can get extra for making Rambus, I will."