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

To: Mitchell Ryan who wrote (2910)	2/3/1998 4:40:00 PM
From: REH	Read Replies (1) \| Respond to of 93625

I agree that things change rapidly - I've seen that after having been in the computer industry for the past 12 years but..... it's one hell of a cost to re-design manufacturing plants every year and when all memory-manufacturers that count have signed on with rmbs and are taking 12-24 months to implement changes in their plants I doubt they would dismiss this huge investment overnight. Once in a blue moon an opportunity like this comes along - this is not a company trying to outsmart an Intel or Microsoft - this is a company that patented a revolusionary new design that all imporatnt players in the market jumped on. It's sort of if Microsoft had backed Netscape as opposed to compete with them. Wish I has a crystal ball though! By the way, the flat earnings forecast was flat as compared to last quarter which turned out to be much stronger than expected - thus if the next two quarters have the same results it means strong growth - nothing flat about that.