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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (5614)	8/30/1999 1:48:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 54805

RMBS according to Yahoo now has a market cap of about 2.44 billion. I don't know whether this is expensive or cheap as I am not familiar with royalty projections. If they do indeed take over the PC memory market and establish themselves in other sectors as well, could be very profitable a few years out. What are the projections, though? We've seen a lot of discussion here about chasm-crossing, etc., but, assuming that happens (as bulls WOULD assume, I guess), where does EPS project to?

To: LindyBill who wrote (5614)	8/31/1999 8:53:00 AM
From: DownSouth	Respond to of 54805

LindyBill, what a wonderful risk to have. If Intel's saying no to Rambus is the risk and the greatest risk we see, then our downside is miniscule. Rambus is key to Intel's microprocessor strategy going forward. RAM is the bottleneck, just as ISA bus was a few years ago. It must be solved soon in order for CPU demand to go up. This is much less risk than the less visible, less focused risks facing the wide-spread adoption of CDMA, imo.