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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.19+2.8%Nov 19 3:59 PM EST
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To: William T. Katz who wrote (1383)8/20/1997 5:19:00 PM
From: Brian Malloy   of 93625
 
As you allude to in your post.

It all comes down to: "5) At this point, everyone is dismissing the competition. If Rambus tech doesn't make it into PCs using expected timeline, or people find SDRAM is sufficient ... <pop>"

Those of us that feel RMBS has a lock on the market are very secure in our positions and regardless of irrational exuberance or not at this point in the life of the stock hold our positions and will continue to accumulate over time when appropriate conditions exists.

Yes, there are competitors:

1. Competitors that talk of SDRAM - can you show us one? Who is producing it right now? All the "competitors" have is a piece of vapor ware.

2. A bet on RMBS really isn't a bet on RMBS per se. It is more of a recognition that INTC and MSFT have endorsed their technology and are building their products to take advantage of it. No other companies in the world can say or offer this be it with SDRAM or any other "competitive" product.

3. People that see and understand lock-in, increasing returns, the new economics of high tech will profit greatly. Those that sat on their thumbs in the early days as in MSFT, DELL, CSCO and others over the years will look back three to five years from now and say I should have held what I owned back then or bought some shares back then.

Regards,
Brian
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