Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 107.99

+4.8%

Jan 16 9:30 AM EST

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To: RetiredNow who wrote (4740)	6/22/1998 2:40:00 PM
From: dougjn	Read Replies (1) of 93625

I think we can expect some pullback, but my guess is that we've definitely seen the lows, which will not be revisited. Reason is that the Compaq and Dell news takes the Rambus story firmly out of the possibly great new technology area, and puts it into the real earnings definitely coming category. So the question on Rambus's PC main memory revenues now becomes, how much and how soon? And no longer, will this technology actually get adopted and produced beyond kiddie game machines? That is a HUGE change for the market. Big. It is no longer debatable. Dell and Compaq are the leaders. Most will follow. Clearly. All that is debatable now is how big a market share and how soon will that share be achieved. Doug

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