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Technology Stocks : California Micro Devices
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To: Elvis Jones who wrote (128)9/26/1999 4:47:00 PM
From: Alan A. Hicks  Read Replies (2) of 168
 
Roger McNamee in an CBS MarketWatch interview on Rambus:

CBSMW: What about, say, Rambus?

McNamee: What about Rambus?

CBSMW: Well, it has a price-to-earnings ratio of 294.

McNamee: You're talking about a company who's technology has been adopted by Intel and will go from 0 percent market share of PC shipments to something north of 15 over the next year or two. Their business is about to explode on the upside.

The stock market focuses on the future. The reason that Rambus has a high stock price is not because of what it's accomplished in the past but because of what it will do in the future.
END of Comments.

CAMD is in the same situation. CAMD's IPD technology has been adopted by Intel and other leading PC manufacturers. CAMD should is also going from 0% to something north of 15% over the next year or two. And CAMD is not dependent on RamBus working in PCs but will supply the solutions that will help make RamBus work. Any high performance bus will benefit from CAMD's thin film silicon integrated passive solutions.
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