Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 89.36

-3.6%

10:13 AM EST

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To: Alan Hume who wrote (25262)	7/20/1999 7:50:00 AM
From: unclewest	Read Replies (3) of 93625

"Sullivan said that if PC-133 proves viable, Intel may use it as another transitional technology to Rambus, though it wouldn't be ready until sometime in the first half of next year. The current standard, PC-100, is still the official transitional technology, he said." Then precisely how long is the ramp up going to take??? Obviously far far longer than what we have been figuring on alan, why would intel even consider supporting pc 133 for low end if timna development is going ok? timna is also scheduled for next year. i gave my production and micron theory last night, but i would certainly expect micron to be on board by next year. afterall micron seems excited about rdram in their recent public statements. i have a lot of questions and not too many answers. rmbs pe this morning is 318. my immediate concern is where is the buying support going to come from for a stock with a 318 pe that is embroiled in controversy? bernard super, an occasional poster, predicted some time back here or on mf thread that rmbs may have one cataclysmic drop before the final rocket up. warren buffet says if you know the story is true you must be willing to see your favorite stock get its share price cut in half to succeed in the stock market. other modern market theorists say when blood is running in the streets buy buy buy. this is all easy to read but difficult to practice. if it was easy, we all would have hocked our rolexes to buy rmbs in the 50's and we would still be gloating over our genius today even after yesterday's drop. understanding this rmbs is very difficult today for me. your question about how long is the ramp going to take is a good one if you have a short term perspective. for real longs, if you believe we are looking at a 2002-2003 story with rmbs' earnings at that point well north of $10, 20 or 30 rmbs looks cheap. unclewest

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