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: Bilow who wrote (74150)	6/4/2001 5:10:04 PM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

car: Is this a departure from your earlier statement that the price difference is going to shrink by September? The 10-20% performance benefit seen by RDRAM is smaller than the 20-30% cost difference of RDRAM. I could not form my opinion from a technology standpoint until those 10-20% performance gains were announced in last week or two by Intel. From an investment standpoint, RMBS became a bad move soon as I understood the implications of the Markman decision. john