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


To: Lee who wrote (35468)12/1/1999 9:05:00 AM
From: Ted The Technician  Respond to of 93625
 
How does RMBS' business model compare to QCOM's
business model?

Will RMBS' price shoot up like QCOM's once RDRAM
takes off (if not already)?



To: Lee who wrote (35468)12/1/1999 9:19:00 AM
From: John Stichnoth  Read Replies (1) | Respond to of 93625
 
Lee, If Rambus gets 50% of the "40% in class that is addressed by RMBS", I think it's probably safe that the "class" will be widened past the 40%.

otoh, (1) lots of people doubt that 50% of 40%, and (2) the future pe of rambus is likely to be controlled, at some point, by the spectre of a replacement technology. :o(

Best,
JS