>>1.) Rambus is a year 2000 story.
2.) Rambus share price of $200.00 by May 2000.<<
1. ceo of rmbs said the same thing. i think the year 2000 is when we will learn of most of the uses for rambus tech other than pc's. also by then, we should be able to start doing some pretty good revenue modeling.
2. may 2000 is around the time rmbs will be moving into laptops. we will know by then how good sony pII really is. we will know about the new nintendo. matsushita's and others line of rmbs enabled consumer products will be coming out. rmbs may have shown up in servers. most of the dram mfrs will be cranking out drdrams. we will all have our rmbs pc's. if these things happen as i visualize,i think he is conservative with that prediction.
i still think 2002-2003 will be the huge payoff years. by then, we will see rmbs in hdtv, hd dvd, all set top boxes, a large presence in embedded processors, digital communications, low and high end pc's, laptops, work stations, servers, scanners, copiers, etc.
and all the analysts and all the newsletter writers will be proven right!
and all the longs will fish happily ever after!!!
and some of the longs will fish happily ever before.
unclewest |
