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

To: Zeev Hed who wrote (58475)	10/22/2000 7:15:03 PM
From: Scumbria	Respond to of 93625

Zeev, That $25 million from the earnings report was really impressive. At that rate, Rambus will earn their market cap in only 100 years. Scumbria

To: Zeev Hed who wrote (58475)	10/22/2000 7:35:56 PM
From: The Prophet	Read Replies (1) \| Respond to of 93625

Tate was referring to non-DRAM related products, such as ser/deser products and other chip-to-chip interfaces, when discussing the 65% figure. And Dataquest was referring to DRAM, and not controllers and ASICs which connect to DRAM, when predicting $70 billion. Finally, just because DRAM prices are down now, don't count them out - Windows 2000 and other applications (including voice recognition and streaming media) will require newer, faster, and denser DRAM.