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

To: Craig Richards who wrote (2465)	11/25/1997 7:53:00 PM
From: John Wallner	Read Replies (3) \| Respond to of 93625

I am also an ASIC design engineer, and have evaluated Rambus' technology with an eye towards using it in our products. Rambus technology is good technology, but it will not speed up memory access times. The problem they are attacking is a packaging and routing problem: they can deliver the same memory bandwidth using fewer pins. This technology will definately find a niche in the technological world, and I believe that Rambus is a good company that will remain profitable. However, there is nothing in their technology that would support a P/E of 675 and a market cap of over a billion dollars. I expect that their stock price will eventually fall to a more reasonable, and stable, value. Sincerely, John Wallner