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

To: Don Green who wrote (21228)	6/1/1999 4:43:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Don, You make the point perfectly, then miss it.. IMHO.. American Consumers and also many Companies have a purchasing bias more often based on cost rather than quality.. The model that Intel has for DRDRAM penetration mirrors exactly what you just pointed out. DRDRAM will appear first in high-end systems, which are bought by a smaller group of non-cost-conscious users who need absolutely the best performance (and this segment always exists). Then, as Rambus production increases and costs move down more in line with SDRAM, it will appear in mid-range systems, and finally lower-end systems (read the earlier press about the need for Rambus with a low-end but high-speed Celeron in 2001). No one who knows anything about the Rambus story has ever said that Rambus was just going to suddenly appear in every machine, everywhere and everyone was going to be happy paying an extra $200 (or whatever) for their system. The people who are performance-conscious will buy it now with their high-end machines, the people who are cost-conscious will buy it later when it's all you can get. This is not new news. Dave