Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: MileHigh who wrote (17333)	3/13/1999 4:18:00 PM
From: unclewest	Read Replies (2) of 93625

milehigh, i hear you but i'm not sure you are right. i.e., i could be wrong on this i'll try to verify but i believe the newest announced palm pilot will use an armhy core with a rambus interface. don't we expect rambus to start taking over laptops early next year? either way though the more we use the internet the greater the demand for rambus not less. sony's entire new product line is rdram dependent. matsushita has announced that they are designing a wide array of consumer products all requiring rdram. the only memory for digital tv will be rdram. the list of rdram uses is very long and growing longer rapidly. and let us not forget this little gem..intel says rdram is it. period. as far as pc sales go, i see that one this way...less than 5% of european households have a pc, less in asia, and s. america is virtually untouched. in addition we all keep upgrading here in the usa. there is a lot of room out there for pc sales. finally regarding dell. dell's share price was up nearly 400% in the past year. dell gave a little back, now they are up 300% for the past year...not too shabby by my standards. i saw the m dell interview after earnings on cnbc. he said 2 very important things...their overall sales were off a bit because one large order was slightly delayed, big deal... he also said that their margins are up and their margins on their most profitable products were up the most. i think dell is going to be o.k. you ask good questions, but i question your assumptions. unclewest

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