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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 93.38+2.2%Jan 9 9:30 AM EST

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To: wily who wrote (36897)2/6/2000 4:05:00 PM
From: Zeev Hed  Read Replies (3) of 93625
 
Wily, give me a break, Stan Ovshinski has a long history, including going through more than $200 MM of OPM (and that is just in ENER, Gardner and the public must have sunk $100 MM in OVON, now defunct, and probably another $200 MM of government money has gone down the same drain in the last 30 years or so). What does he have to show for it? Sales under $10 MM annually in ENER after more than 30 years of going through zillions of OPM. These materials have been around since the late 70', and so far they are still the "electronic materials of the future". Every so often you get another hype campaign getting few other suckers into the stock, right now it is the electric car hype.

Now, Tyler is a great guy, but so was Amdhal and look at what happened with Trilogy. Until these devices are here, I would not worry too much.

Good luck.

Zeev

PS those calculations based on the "atomic radius" could also use a factor of 4 correction since it is the lattice parameter (typically around 4 angstrom, rarely 2) that determines the packing density of atoms, not the atoms themselves. When corporate literature try to squeeze out of nature more than what nature is willing to give, my warning flags go up.
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