Rambus (RMBS) - Eagle or Penguin Message Board

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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: Tenchusatsu who wrote (27171)	8/16/1999 2:31:00 PM
From: pompsander	Read Replies (1) of 93625

Tensch: As a complete technical illiterate I appreciate you taking the time to joust with Dan. It certainly helps me keep things in focus. As we roll towards the developer's conference it seems we have now created two separate but related arguments vis a vis Rambus. The technical argument - "it isn't any better than the other technology, so why bother" and the market argument--"even if it is better and is adopted to a large extent, the price/earnings/sales ratios are way out of line" Under this theory, success is still failure, as measured by the stock market over time. We'll see. The end of this month is going to be absolutely wild.

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