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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: MileHigh who wrote (8747)10/17/1998 12:23:00 PM
From: Gary Wisdom  Read Replies (2) of 93625
 
Milehigh, this MacLellan article is one of the best I've seen on Rambus and the numbers. How bout posting it on the news thread too?

I'm not a human calculator, but if 100MM chips ship next year, this stock is going higher. 3.3Billion chips total? What industry slump? Those look like pretty big numbers to me.

Gotta keep Moore's law in mind. Everyone thinks that no one needs higher end CPUs and memory. Right? Well, I don't think anyone ever thought they'd buy a 40X CD-ROM player either. Or a 300 Mhz processor (today's pretty much bare minimum). Or a 3 GB hard drive (today's bare minimum).

What are these people thinking? Of course Rambus will be the standard, sooner than later.

In the meantime, we trade. <ggg>
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