Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

3:59 PM EST

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To: grok who wrote (29750)	9/17/1999 3:08:00 AM
From: The Prophet	Read Replies (2) of 93625

QCOM revisited. This exact debate, about a war between a preeminent technology (CDMA) and an intermediate technology (GSM), played out from 1997 to 1999 between QCOM and ERICY. QCOM's stock languished in a trading range between 45 and 70 for these two years while the "analysts" and amateurs argued the case. Though the weight of the evidence was heavily in favor of CDMA, it was not until ERICY officially capitulated in early 1999, that the truth set QCOM free. Those who understood the issue before the capitulation were rewarded with a 600% gain. Those who were lazy or cowards, were not. Once again, we see history repeating. RMBS will prevail because, just like CDMA, in the long run it is the technology of choice. Further, the investments by the RAM makers have been made and economies of scale will soon make any price differentials negligible. Finally, marketing muscle will soon be unleashed the likes of which DDR is not expecting. To the few brave and patient, your reward will be well deserved.

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