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Technology Stocks : MARIMBA / RAMBUS
RMBS 108.58+8.5%3:59 PM EST

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To: Obewon who wrote (12)3/13/1997 3:47:00 AM
From: Timothy Liu   of 99
 
You are welcome.

Rambus pretty much survives the lean years with license fee
from their Rambus technology. According to EE times, by year
2002 (?) Rambus product will project to reach a world wide revenue of
15 billion/yr and Rambus will reap 300 million without any
fab capability.

With faster I/O technology getting to PC (Gigabit Ethernet, 1394
disk, faster graphics), faster memory is imperative and Rambus
may be holding the key.

I can't wait for their IPO,

I don't have much opinion on Marimba. I tend to be a little wary
about software companies because of higher P/E. They did not
get support from MSFT which means MSFT is going to come out with
something similar.

Tim
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