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

To: John Stichnoth who wrote (35249)11/26/1999 4:26:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 93625
 
John, thanks for your wonderful analysis. I'm just waiting for a second opinion from the RMBS bears.

<As we move through the next decade, will an end-game for Rambus emerge, or will some other tech come to the fore?>

Who knows what the next decade has in store? It's like asking someone back in 1989 what they think PCs will have in 1999.

Tenchusatsu



To: John Stichnoth who wrote (35249)11/26/1999 4:46:00 PM
From: Zeev Hed  Read Replies (2) | Respond to of 93625
 
John, actually, RMBS does not expect DRAM revenues to account for much more than 35% of all their revenues, thus, you may want to triple your numbers, providing, of course, that Carl is wrong about his "Dead, Dead, Dead...)

Zeev


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