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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.57+0.7%Nov 28 9:30 AM EST

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To: unclewest who wrote (25522)7/22/1999 9:29:00 PM
From: Don Green  Read Replies (2) of 93625
 
I agree Speed... ( apparent speed ) is always better. But, just like all of the present hype of ADSL advantages / speed over ISDN and Cable speeds vs ADSL.. Most people really can't see or get much benefit when using them the way most users think they will. Marketing Hype 101.

I have no doubts that those users who always need to have the fastest machine FIRST will spend the extra bucks, but that number won't be THAT large in relative terms...and will limit sales for a long time.

Until a CLEAR!!! cost/performance advantage and NEW software applications that will really show it's benefits can justify the upgrade..Sales numbers will be the first MAJOR bump in the road for Rambus once it hits the street. With that now "famous" 3 digit P/E there is NO room for a misstep.

I say this with a very pro Rambus bias.. The future for Rambus has GREAT potential... But, also little room for error, along the way...

regards

Don
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