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

To: unclewest who wrote (35749)	12/9/1999 9:58:00 PM
From: Richard Habib	Respond to of 93625

Unclewest, >the most important thing i got out of today..is that rmbs is no longer a one trick pony and the new markets are several times larger than the original. they command higher royalties as well.< That's an exaggeration. Of the 3 "new" tech innovations discussed, the evolution of current tech and the addressing of the comms market refer to the original market, the DRAM market. The only new market discussed were the "new" apps in the chip to chip interface with royalties 2-3 years out. They noted this market as described by Dataquest was $150B in 2002 vs the $100B estimate for DRAM and DRAM chips. If you have been using Dataquest numbers this additional market is 150% larger than the original. Naturally, Dataquest numbers are probably way to optimistic. Rich