Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 107.10

+9.2%

Feb 6 9:30 AM EST

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To: Robert Jacobs who wrote (15188)	2/6/1999 10:28:00 AM
From: Zeev Hed	Read Replies (1) of 93625

Robert, welcome aboard. I think that for the next five seven years, you are absolutely correct, but beyond those time horizons, the function that RMBS technology is enabling may be replaced by other technologies. MSFT created the lock on the operating system and shifting to other OS has been very difficult (compatibility issues). Unless we get visibility that RMBS is locking future technologies to the GHZ range, it might be a fun trip and quite profitable, but there will be a time (long before profits will actually decline) when the market will shift its attention to other technologies. I think that Ampex is an example of a company that had a technical lock on a huge market place, but somehow, did not manage to stay around to continue and provide all the future applications available. In any event, such foreboding comments are quite premature at this time, no threat of any significance is on the horizon. Zeev

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