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

To: Bilow who wrote (29288)	9/11/1999 8:05:00 PM
From: kash johal	Read Replies (2) \| Respond to of 93625

Carl, Re: "Rambus apps" Well I think u are selling Rambus a tad short. For video and gamings apps - it seems it is clearly superior. For Desktops - I can see arguments both ways. but with new apps driving memory bandwidth - I can see a Rambus winner or at least 30-70% market share. For servers - I see Rambus as pretty much dead except for workstation apps - at least for a few years. Notebooks - seems to me a tough sell. So for next year - the kamikaze bulls say maybe $9Bn is possible. Maybe the real number will be $5bn in sales. Worst case I see $3Bn. In the worst case thats still reasonable numbers for yr 2000 and a growing stock price. I agree that Rambus is far from perfect, but I am still long as I still see a fair potential. Just my 2 cents. regards, Kash Johal.