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

To: gnuman who wrote (76366)	7/30/2001 11:54:24 PM
From: Jdaasoc	Respond to of 93625

Gene: Dell Computer Corp. also recently inked a deal with Asustek for 200,000 boards a month, Quick idiot math. Intel PC sales 100 M per year; Dell 1/7 of market or Dell sells a little over 1.1 M systems per month. 200K per month represent a significant volume of Dells output if you include servers and laptops. RDRAM was a niche memory; is a niche memory and will always be a niche memory as long as Intel is forced to sell their microprocessors at an ASP below $100 -- way below Intels historical levels -- in order to deliver systems under $1000. So how they expect system vendors to try an sell Rambus memory against SDRAM on these sub $1000 systems. Currently the RDRAM cost adder is almost $100 for total system at 256 MB. john