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Technology Stocks : AMD/INTC/RMBS et ALL
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To: kash johal who wrote (66)9/18/1999 1:40:00 PM
From: grok  Read Replies (2) of 271
 
RE: <So on an engineering basis Rambus is CLEARLY a BUST. However customers do not buy based on a detailed engineeering analysis.>

Yes, and so maybe Rambus will soar. But the issue is: If something goes wrong and there are problems due to poor availability, poor performance, poor pricing, etc the collapse can be devastatingly fast and deep since there is no true merit holding up that $2B mkt cap. Cisco may go down on Monday, too, but I'm not to worried about it because there is a whole mountain holding it up.
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