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

To: Jdaasoc who wrote (38210)	3/15/2000 7:37:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

John, as I said, RMBS is not INTC nor CSCO and over the long run will not be accorded the same valuation. The three gorillas you mentioned control their destiny, they have broad technological bases so that sudden changes in technology will not have a major impact on their business, RMBS, as charming and rambunctious as it is, is for the time being a "one trick magician". Tyler Lowery is supposedly developing a new memory technology for the future (my personal assessment as I stated here few weeks back is that this one will fail), other companies are working on other approaches, in ten years, we may have biomolecular memory systems or ambient SC memories, all having a potential of displacing the "slow" silicon. While none of these have current visibility (all are in essence vaporware, including DDR), the technological risk in RMBS is far greater than in any of the three you menioned and thus, if rationalism was to prevail, and if short sellers pressures were to dissipate (namely, the shorts finally give up), the relative valuation of RMBS should be much smaller than the trio you mentioned. Zeev