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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.72+5.2%1:58 PM EST

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To: James Fulop who wrote (13169)1/14/1999 10:41:00 AM
From: MulhollandDrive  Read Replies (2) of 93625
 
James,

That statement is really amazing. I think we have some better semi-conductor "analysts" on this thread. On the low end, the Internet has most definitely been a driver of PC purchases and once the RMBS enabled pc's are available, new Internet applications are a foregone conclusion.

I think of it this way, speed to computers is like space to real estate. Excess capacity will be filled.

bp
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