Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Ian@SI who wrote (791)	8/9/1997 9:34:00 PM
From: dougjn	of 93625

Thanks, when I got the moment, I'll puruse the prospectus. But it won't tell me really what I want, which is educated guesses as tor reasonable possibilities of what profits could be in 3-5 years... I am aware 1) that memory to CPU speed is a major bottleneck to future PC advancement, and that RMBS is the likely near and medium term winner of the standard, at least; 2) that everyone will be licensing from them in a year -- whole industry; 3) that standards have a way of being self perpetuating until at least the next major revolution forward. By then hopefully company has bucks, talent, industry alliances to do it again.... But....have no good idea as to what the bucks are in this for them. They license out, right?...Have no production of their own..... OK, good way to start. Maybe bad way to finish. Limited upside bucks???? Whats 2% of the worldwide RAM market at manufactures sales prices, divided by two (for the non adopter, not applicable RAM) divided by the market cap of the company at yesterday's close? To pick an order of magnitude sort of Ultimate Highside guess.... Regards, Doug

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