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: Dave B who wrote (17834)	3/25/1999 7:34:00 PM
From: Mkilloran	Read Replies (1) \| Respond to of 93625

dave...thanks for the writeup and clarification on which xmas Sony playstation ii will be available.

To: Dave B who wrote (17834)	3/25/1999 8:42:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 93625

Dave, With all the hype surrounding $500 systems, $2000 systems aren't going to be a big Christmas topic The big hits will be hand helds and those type appliances, IMO. This is a real issue going forward for the boxmakers, especially DELL. Also, I love your analysis- One, RDRAM will not appear out of thin air, it will be introduced only in the most expensive systems first and then trickle down. Secondly, yields will not improve until sales improve and thus it is depended on above statement. Basically, this will take time, there is no quick fix and thus the lack of interest currently by WS. MileHigh