SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Buffettology

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LauA who wrote (2142)2/16/2000 11:42:00 AM
From: jhg_in_kc  Read Replies (1) of 4691
 
the best analysis of Rambus' value and potential was by Hambert(sp) & Quist about two years ago. Ask on the RMBS- Eagle or Penquin thread. sorry I do not have a link. In my view, RMBS is worth at least 300 by the end of the year if its product continues to ship, which is now assured.
You are right that five years or less from now someone may have built a better mousetrap. Nonetheless, in this time frame, RMBS is a 'toll bridge' for all PCs.
jhg
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext