Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.83

+0.8%

Dec 4 3:59 PM EST

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To: Michel Bera who wrote (2294)	11/18/1997 7:32:00 AM
From: Louis XIX	Read Replies (2) of 93625

Michel, I think you're right in saying that money is gone come from sources others than Intel. TI and other DSP leaders (IBM,...) are one, but if you follow the Comdex it's seems that there is a comeback of color printer. As you know color stuf need a lot of memory (RAM or hard disk)and RAM is faster. Add to this the coming of digital photography. So IMHO this will be a huge market. I could extrapolate to say that a lot of digital pictures will travel on the Net (I'll send this picture to Mom...) and that switches and routers too will need more capacity and memory. So recapitulate, we will have PC, DSP devices, printers and telecom devices. Did I forget something ? Oh yes, in fifteen years from now DOJ will accuse Rambus to dominate memory market in a Microsoft-like case... Good day everybody...

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