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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.24-3.2%11:54 AM EST

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To: wily who wrote (7843)10/3/1998 9:18:00 PM
From: MileHigh  Read Replies (2) of 93625
 
wily,

What a link, everything you need to know about DRAM market!

Your analysis is interesting. It all starts at what is the potential market for RMBS? Is it just DRAM or logic as well?

I think RMBS is a fully priced stock, not to say it can't go higher, look at YHOO and AMZN! But it will be well into year 2000 before we see any real earnings ramp!

That is why I do not see any more big moves until a new revenue stream can be discounted!

Anyway, don't try and do FA on RMBS, just close your eyes and buy, buy, buy!! <ggg>

MileHigh
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