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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 89.60+2.8%3:24 PM EST
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To: Lee who wrote (35468)12/1/1999 9:19:00 AM
From: John Stichnoth  Read Replies (1) of 93625
 
Lee, If Rambus gets 50% of the "40% in class that is addressed by RMBS", I think it's probably safe that the "class" will be widened past the 40%.

otoh, (1) lots of people doubt that 50% of 40%, and (2) the future pe of rambus is likely to be controlled, at some point, by the spectre of a replacement technology. :o(

Best,
JS
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