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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST

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To: MulhollandDrive who wrote (12300)1/4/1999 1:20:00 PM
From: MileHigh  Read Replies (3) of 93625
 
bp,

I'm talkin' looong term, way beyond Y2K spending concerns. Don't get me wrong, your points are well taken, but I am talking 10 years from now....

The CEO of INKT (they provide a lot of back office tech/software to the net) made a comment, he said the industry has come to a consensus that the net will take perhaps 10-15 yrs to build out. 10-15 yrs!!

If this happens then all the usual names will be significantly higher from here, say 2-3 years from now....

JMO,

MileHigh
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