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


To: FLSTF97 who wrote (30101)9/21/1999 2:30:00 PM
From: unclewest  Read Replies (2) | Respond to of 93625
 
flstf,
i do not disagree with you.
i am saying i do not know.

i was trying to point out that the market for rambus has huge boundaries and growth can potentially come from several different directions.

some that i visualize:

increasing pc, workstation and server dram requirements.

increasing pc and server sales due to upgrades as well as expanding market.

new rdram using products. some we know of or have strong reason to believe: graphics chips, high speed telephone equipment, hdtv, hd dvd, sony playstation II, a network chipset, copiers, scanners, printers, fibre channel switches, etc.
unclewest



To: FLSTF97 who wrote (30101)9/21/1999 2:35:00 PM
From: capt rocky  Read Replies (1) | Respond to of 93625
 
fat, you assume rmbs is now born, gets 100% of market in 5 years(i like that part) and then stalls. that isn't likely. in addition to rdram there will be other products and rmbs is not bashful about picking up other ideas or investing in other companies if they benefit rmbs. rmbs is an intellectual property co. there is no limit to ideas. if you like their ideas ,buy 'em. if not, don't. there is no guarentees. rocky