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

To: MileHigh who wrote (26208)	8/2/1999 10:05:00 PM
From: jhg_in_kc	Respond to of 93625

this from the SUNW thread...(Eric Stromeyer post, an excerpt) If he is right, where does this leave RMBS? in re SUNW's new MAJC (souns like magic)chip? <<if the consumer java processor takes off, then the thin_client model would be accepted everywhere and who is gonna benefit from heavy server side, everyone would say SUN, right? And the third factor, the licensing fee for chip design or intellectual properties will be at a premium, there are several semiconductor companies like ARM, MIPS and RAMBUS doing quite well in this sector. SUN might eventually create a tracking stock for MAJC product and creats several billion dollar marketcap company as well. In summary, MAJC seems to be a very creative design and yet a very conservative business approach with virtually no financial risk involved.

To: MileHigh who wrote (26208)	8/2/1999 11:37:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

MH, LOL! I gotta tell you that I'm laughing my bottom off watching you guys who are going to be in and out of RMBS 143 times between now and 2002 trying to figure out what the stock price will be then. <VBG> We can't even tell what it's going to be next week, let alone in 3 years. The margin for error in this stock his huge for both timeframes! Here's my projection -- we'll be up with a very respectable annualized return by the end of 2002. I'm putting a large margin of error on that, however, under that assumption, of course, that the Intel doesn't go bankrupt, that Al Gore doesn't win the presidency, that China doesn't ignite any nuclear warheads, that Y2K indeed turns out to be just a blip and not Armageddon, etc., etc., and so forth. A corollary to Don's "it's only a profit if you sell" maxim is that "you can't count your profits 3 years in advance". <G> Dave