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

To: Michel Bera who wrote (2638)	12/11/1997 5:17:00 PM
From: Jon Tara	Read Replies (1) \| Respond to of 93625

Michael, I do think the set-top boxes are only a stop-gap, so we should stop thinking in terms of set-top boxes, and more in terms of integrated/componentized TV/computer/entertainment systems. Clearly, the need is for great bandwidth at low cost. High-bandwidth/low cost memory will be THE single biggest driver for DTV being practical. There have been a lot of very big bets placed that that is going to happen. DTV, and associated technologies is going to suck-up more high-bandwidth low-cost memory than we can imagine. If you have a 5-10 year outlook, I suspect current RMBS holders will be happy, especially those that bought at the IPO. This certainly is what has gotten people excited about RMBS. However, I do think that we still have to be realistic about valuation, especially if your outlook isn't 5-10 years. Also, keep in mind that technology marches on. Somebody will come out with something better. At this point RMBS seems to be a one-trick pony, and the question is how long before the industry finds a better ride? :) (There, see, I promised some serious content to make up with the silliness with Chip. I only responded to him here because of the way he practically destroyed the CREAF thread with empty content. He never DID add anything of value there. RMBS thread participants are "innocent victims", though, and I won't continue to respond to Chip here.)