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Technology Stocks : RAMBUS (Nasdaq: RMBS) - THE EAGLE -- Ignore unavailable to you. Want to Upgrade?

To: richard surckla who wrote (565)	1/8/2000 12:06:00 PM
From: Robert Grist	Respond to of 2039

Is the question then ... what PE multiple doe RMBS deserve if they are in-fact "Spec'd-in" to all digital circuitry which needs high bandwidth .. Also, how soon could a new invention replace the RMBS technology. RMBS has been working on their process since the early 90's. And obviously it not an easy thing to do (RE last Sept). They will have a smaller piece of the PIE then MSFT, but beginning next year they will be in a similar "CATBIRD" seat for at least then next 4-6 years ... if not longer. The only way I can see them being displaced is if Optical Memory is developed. Otherwise, RMBS rules when it comes to dealing with the "Laws of Physics" ... Bob One final feeling .. a system without RMBS next year will be like the guy trying to keep his 486 system running today. (Well probably not that bad ... perhaps someone could supply a better metaphor) But I do believe it will be a given. Perhaps like having a 17 inch monitor.