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

To: Tony Viola who wrote (17575)	3/22/1999 7:30:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Tony, Don't know when the earnings report is due exactly (other than mid-April), but I wouldn't expect anything earth-shattering. To all: CNBC just said that the Playstation II is hitting the shelves this Fall. I thought it wasn't due until next year. Am I mistaken on that? Dave B

To: Tony Viola who wrote (17575)	3/22/1999 7:40:00 PM
From: REH	Read Replies (1) \| Respond to of 93625

april 14th after close

To: Tony Viola who wrote (17575)	3/23/1999 10:37:00 AM
From: MulhollandDrive	Read Replies (3) \| Respond to of 93625

Tony >>Michael Dell was quoted as saying that Dell can roll out a new product faster than anybody because of their business model, and that the PIII would be a screaming success.<< I know, but the point I was getting at was "what if" PIII isn't a screaming success? My son is currently going thru the PII vs. PIII dilemma and right now, he's leaning toward the PII. A potential concern would be that PIII is viewed as a "tween" before the RMBS chips are available. So if you're in the PC market now, do you buy the cheaper PII or the PIII? I've spoke with a couple of sales people at Dell and the conclusion that I'm drawing is that the more knowledgeable the buyer, the less attractive PIII is. BTW, one of the issues he is concerned about is the PIII identifier. He doesn't like it at all (even with the "turn off") function and would prefer the PII because of it. Apparently he doesn't feel there is enough performance enhancement with the PIII to justify the additional cost or privacy concern. bp