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

To: Elmer who wrote (2310)	11/19/1997 6:38:00 PM
From: MulhollandDrive	Respond to of 93625

David, thanks again for your well researched post. One thing I might add (with trepidation) is that based on what John Chambers had to say in his Comdex address, I think the revenue stream estimates could be conservative, on both the IC and DRAM sides of the business. Ultimately time will tell but I think the network may be much more of a driver for Rambus than we have imagined thus far. The electronic commerce applications have not yet scratched the surface, I see Rambus as a beneficiary on both sides of the electronic commerce equation. Your links are going into my RMBS notebook, again I'm sure I speak for all on the thread in expressing my appreciation for your work. bp