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


To: wily who wrote (74986)6/26/2001 11:44:02 PM
From: Sun Tzu  Read Replies (1) | Respond to of 93625
 
Wily,
I will trade the stock and in fact am considering a long position in it. But based on your analysis, I find the long term risk/rewards rather unappealing. What if Rambus can claim royalties on RDRAM with only 15% market penetration? And what if the 20% average growth for DRAM market proves too optimistic?

ST



To: wily who wrote (74986)6/27/2001 8:40:54 AM
From: capt rocky 1  Read Replies (2) | Respond to of 93625
 
you know that rmbs could fire all their help,rest on their laurals , never invent another thing and still return profits forever. or until the rdram patent expires. and that is just one of their patents. rocky