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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 113.83-6.4%Jan 30 9:30 AM EST

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To: MileHigh who wrote (26718)8/9/1999 12:33:00 PM
From: unclewest  Read Replies (1) of 93625
 
not a serious revenue stream as it relates to current stock price.

mile,
rmbs revenue stream is coming from a huge number of different directions...as i once said many many different streams all flowing to one place makes a raging river.

i keep hearing your argument that everything is already included...yet, just today we get a strong release for rdram in servers. rdram in graphics. and we still don't know where 50% of rambus revenues are going to come from...all these little pieces are going to make a very big pie. the multiple revenue sources also provide a lot of revenue security.

i have yet to hear anyone jump up and say..."we are not going to use rambus". every company i follow has a plan to use rambus. i'll continue to pay attention to these little streams. they are all important.
unclewest
since rdram makes a huge improvement in graphics don't you think others will enter the market and create more little revenue streams?
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