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


To: Boplicity who wrote (3019)2/13/1998 12:21:00 AM
From: starpopper  Respond to of 93625
 
Don't forget about their substantial inroads into networking!

I believe most people are underestimating the implications of RMBS's broad array of potential applications! However, this foray into networking gear from Gigabit Ethernet to Direct IP switching could turn out to be larger than all the hype around the PC!!!

Either way one could simply assume a conservative 30% market penetration into ALL bandwith intensive hardware sales for the next 3-5 years, slap a royalty fee of 1% on that, subtract low overhead and increasing R&D costs, and come up with an estimated valuation!

Networking sales are hundreds of Billions worldwide yearly!
PC sales are hundreds of billions worldwide yearly!
Video arcade and entertainment systems add another hundred billion!

RMBS market cap around $1 billion now, by late 2000 I wouldn't be surprised to see a market cap of $50 billion!!! The prospects are so outrageous that we tend to think it's too good to be true...BANK ON IT AND RETIRE EARLY!!!

$weet Dream$

$tar.



To: Boplicity who wrote (3019)2/13/1998 12:55:00 PM
From: kemble s. matter  Respond to of 93625
 
Greg,
Hi!!!! Thanks so much for your clear and cutting remarks with regards to my concern....I didn't unload my Sunw yet;but, I did buy some Rmbs this morning...I will get rid of Sunw soon...I would like to thank you once again for your frankness...please keep me abreast of anything that catches your concerns....I bought this for the longerm and understand the possible potential with the company...but, keep me mentally prepped with any new announcements...
Thanks,
Kemble



To: Boplicity who wrote (3019)2/15/1998 8:39:00 PM
From: balloonman  Respond to of 93625
 
what should the marget be pricing it at?