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

To: Tony Viola who wrote (16561)	2/23/1999 11:50:00 PM
From: Jay Couch	Respond to of 93625

Tony, Alan, Embedded memory is not really a threat to the desktop PC market, since PC manufacturers can hit sweet spots in the market by offering wide varieties of DRAM options. You can sell a machine with 64MB of SDRAM, and then, if the user needs more, they can upgrade it. With memory on a chip, you don't get an option of upgrading your machine, which is fine, if you know how much memory you'll need for however long you're going to own your PC. It's a great solution for handhelds, since the memory upgrades are more infrequent, but, IMO, not a threat to the desktop market... JC