Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 104.71

+0.6%

Dec 9 3:59 PM EST

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To: unclewest who wrote (10405)	11/26/1998 6:30:00 AM
From: unclewest	Read Replies (2) of 93625

i am not certain why some are so surprised that anything other than rdram will be produced. our predictions here are based on a huge pile of industry announcements. two of the most important are: 1.) samsung, the world's leading chipmaker and intel(in 83% of the world's pc's) have made very recent public announcements that rambus rdram is the new industry standard and will be in 50% of computers nlt 2001. the other dram guys are fighting for the other 50%, that's still a helluva lot of business. the total dram business for 2001 is estimated at $40-50 billion. 2.) rambus ceo has stated recently that computer royalties will comprise only 50% of revenues. there are a zillion other uses for rambus technology, and a long list of tech companies incorporating rambus tech into a large variety of products. eventually actual earnings will establish the share price. we are all buying the stock now based on news and our perception of a fair discount to future earnings. that is why over 50 institutional investors are also buying this month. i have never before seen a company where the earnings ramp-up is going to be from a slow roll to mach 3 in about 1 year.

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