Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 101.61

+2.8%

Dec 5 9:30 AM EST

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To: Glenda King who wrote (29160)	9/10/1999 12:00:00 PM
From: John Walliker	Read Replies (2) of 93625

Glenda, In principle I agree with you. However, the difference between your examples and RMBS is that each is an established technology. Rambus is trying to overturn the established order and convert everyone to something new. Not only does that cost them money, but they have to pay royalties as well. Its hardly surprising that the establishment doesn't like it. Some would compare Rambus with Concorde - very fast but it never made anyone any money except for the airlines who got the planes very cheaply. I think that many have bet heavily on the inertia of the establishment. I have bet that as time goes by it will be progressively harder for the established technologies to keep up. Time will tell, but in the meantime the share price will be extremely volatile. John

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