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

To: sergiotenenbaum who wrote (71991)	5/4/2001 10:35:02 PM
From: NightOwl	Read Replies (1) \| Respond to of 93625

Perhaps ST, But one must wonder how the decline of development work will effect said license revenues. Its not yet clear to me that the PC/DRAM markets and the COM/Encoding biz are either similar in operation or in their respective development stages. ...I may be a Mom & Pop when it comes to DRAM, but I am a full blown Neanderthal when it comes to Before I logged on this evening I was thinking of RMBS as a company which has compacted 12 years normal IP design house revenue growth into a mere 3. Perhaps speed to "market" has its limitations when you run a "bus" company.<g> 0\|0