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

To: FLSTF97 who wrote (6670)	9/20/1999 12:13:00 PM
From: voop	Respond to of 54805

I understand that ARMHY has a similar model but I do not follow it. The thread techies will be sure to correct me

To: FLSTF97 who wrote (6670)	9/20/1999 12:38:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

FLSTF97: (FLSTF: isn't that shorthand for Falstaff? I didn't think they made that beer anymore <g>) The market for memory will greatly exceed the projections and RMBS captures virtually all of it. Read your post, the link, and other responses. One thing to realize is that the revenue steam from royalties on their Direct Rdram IP (that's the one that matters) has not even begun yet but still they have been profitable for the last 11 quarters. Their costs are well contained since the engineering work is finished. So the royalty ram should be pure gravy. The other things to remember are: 1. According to the FM, gorillas are always undervalued (should Rambus, a gorilla candidate, achieve that weighty claim). 2. We're in a high-tech/Internet economy. Automobiles have more microprocessors in them nowadays than they have cylinders. Everything, no matter how simple, requires microprocessors and other components (like RAM). Therefore, estimates of the DRAM market and future DRAM revenues are make-believe.....no one knows the answer. 3. Royalties on PC DRDRAM to Rambus are thought to be about 1.7%; but on DRDRAM in other devices besides PC, thought to be greater. It goes back to vision and trends........bandwidth, rapid transition to everything being made more technical, applications we don't yet anticipate, etc. Rambus is not a gorilla, but is a gorilla candidate. Stan

To: FLSTF97 who wrote (6670)	9/20/1999 7:32:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

FLST, I hope you don't get offended when I ignore the middle part of your post, choosing instead to focus on the first and last sentence. But the real question relative to rambus is that regardless of whether it becomes a gorilla, is it today undervalued? If it is just about to cross the chasm or is in the process of doing so, and if it becomes a gorilla, it will be the first such primate in the history of the species NOT to be undervaled at that point of its development. As to gorilladom, I think they are teetering on the far edge of the chasm. But the question of value still exists for the long term. For those of us who understand the history of the primates, it Rambus becomes a gorilla there is no question of long-term value. It's a given. --Mike Buckley