<Hello jhg, re: RMBS, OK, so let's assume RMBS is a "toll bridge", and will be successful. How do the numbers work?>
This is how they are working, up another 40 points today or 31%. Several more manufacturers of chips (and Sony Playstations II) now paying that "toll."
I had said I thought RMBS would be at 300 by end of the year; it will probably be there before the first day of spring.
People are now saying "another QCOM" and "stock of the decade"
And to think I discovered it all on my own, looking for a little Buffett toll bridge <g>
p.s.fyi.
When Sony Corp's PlayStation2 game console hits store shelves next month, the samurai warriors and battling monsters it brings to Japanese homes may become the advance force for an Internet revolution.
Although the much-anticipated PlayStation2 will not offer Internet access capability until next year, analysts see huge potential for the machine eventually to rank alongside, if not outclass, mobile phones and personal computers as a major online platform for Japanese consumers.
Sony plans to use the PlayStation2 to distribute game software, then music, then movies and a vast array of electronic goods directly to consumers online. And that doesn't even include the possibilities for Sony's newfound interests in online banking and stockbreeding.
``It's hard to quantify just how much impact PlayStation2 will have on e-commerce. All we can say is that it will likely be incredible,' said Katsuo Hori, an analyst at International Data Corp.>>
Every play station made is a royalty to Rambus
jhg |
