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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (22434)	6/13/1999 12:31:00 AM
From: pompsander	Respond to of 93625

Zeev...I agree, and I am one who is always after Rambus Mgmt. to talk about their successes. The problem is that when such people throw numbers around, any numbers, people have a right to listen very carefully and weigh the meaning of such numbers. When the numbers are patently inflated or just out of touch with reality, it hurts credibility. Now, if Tate had said something like, "we believe image manipulation in the future will take a number of new directions and our technology serves most of these better than any other, including etc., etc., " I would feel better. Let the marketplace do the math.

To: Zeev Hed who wrote (22434)	6/13/1999 8:12:00 AM
From: capt rocky	Read Replies (2) \| Respond to of 93625

zeeve, the tvs now sold are replacement items mostly. when hdtv catches fire it will be a demand item. i agree it will not be soon ,but when it happens it could be hoola hoops. thanks for your posts. you always give pertinent info and data. rocky ps. if anything, we could use a little more hype from tate.they probably know best.

To: Zeev Hed who wrote (22434)	6/14/1999 12:28:00 AM
From: RetiredNow	Read Replies (1) \| Respond to of 93625

Zeev, don't be so quick to discount Tate as a hypster, unless you do your homework first. Here is a quote from a study by the McLaughlin Consulting Group on the future of HDTV (http://www.mcgweb.com/reports/dtv.htm): "Although domestic consumer TV sales have leveled off, they are expected to exceed 26 million units in 1998. Another 6 million displays will be used in embedded applications." And that's in the US alone. Worldwide, the number is probably far greater. So Tate's 50 million number is probably not too far off.