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

To: techreports who wrote (78807)	10/1/2001 12:48:58 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 93625

>>Why would Intel want to do this?<< tech, the basic economics is so simple. computers are turning into a commodity. PRICE is HUGE. faster dram is all nice and good, however, at what cost (not to mention rmbs may not even be faster!!!)? the bottom line is that rdram boxes cost a ton more and provide very little, if any, benefit to the vast majority of users. there are small niches where rmbs does outperform more than the marginal cost. intel is going to ddr to try and maintain and grow market share. why? the vast majority of folks will turn to an alternative commodity computer vendor if the price is right - and the price is right for sdram and ddr. this is so SIMPLE!