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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (5102)8/23/1999 8:24:00 AM
From: Jill  Read Replies (1) of 54805
 
To all: I lurked on Rambus thread this a.m. Pretty intriguing. Here's something from MSN, some anal-yst.

I'd say Rambus (RMBS). It's a fab-less semiconductor company, which means they don't make (fabricate) their own devices. They are different in the sense that they are almost like a software company. They have a very fast DRAM that, when incorporated with Intel's (INTC) products, accelerates the processing speed. Several large chip companies such as Micron Technology (MU) and Texas Instruments (TXN) are licensing it. Rambus' DRAM could become the standard, which is a big threat to their competitors. They have a big lead on everybody else. Because they license their technology, like software companies, their operating margins are exploding to about 50%. They generate a lot of cash and their earnings are going through the roof. It's a pretty volatile stock, but I think it's going to be big in the next 12 months. We expect Rambus to earn 32 cents a share this year and 80 cents a share in 2000.
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