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

To: jhg_in_kc who wrote (1321)	3/4/2000 5:00:00 AM
From: Alan Hume	Read Replies (1) \| Respond to of 2039

Hi jhg, excuse my ignorance, but what has Blue tooth to do with RMBS? Alan

To: jhg_in_kc who wrote (1321)	3/4/2000 9:48:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 2039

jkhg, INSP? Market cap of $25 B current quarterly sales of less than $15 MM, even if it is going to grow at 100% per year, you think they'll ever get to $25 billions in sales? Will it take 10 years if they ever do? Unlike RMBS, increase of sales for INSP will require increases in infrastructure, constant selling and reselling to potential customers, and they have essentially no barriers to competitive entries. I cannot see a rational for this capitalization, except the dot com termination. (VBG) Zeev