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

To: dougjn who wrote (3375)	3/27/1998 2:38:00 PM
From: Getcher	Respond to of 93625

Doug, Thanks for your response ... I look forward to lurking here for awhile ... keep up the good insightful info. Getcher

To: dougjn who wrote (3375)	3/27/1998 2:42:00 PM
From: Scott Maxwell	Read Replies (2) \| Respond to of 93625

I completely agree with you. At its peak around 80 last year, there were many uncertainties to come. Most of those have since been resolved in the company's favor, the revenue stream is closer and likely to be larger (due to developments with set-top boxes and other "GUI appliances" to come), and the price is half of what it was due to the negative sentiment toward things PC. While the connection with Intel was the magic that shot the stock to the moon after the IPO, the connection now hurts a bit as non-Wintel uses of Rambus products may actually mean more to the company in the future than had been expected. Note that SGI is spinning off MIPS, which will then be free to spend (as a result of the cash infusion) more on embedded MIPS processors/integrated devices. The historical connection between MIPS and Rambus should favor continuing use of Rambus designs in MIPS-core products (like the N64). Note also that TCI will be using MIPS (among others) in its cable NCs. Anyway, the scuttlebutt is that things at the company are going exactly as the more optimistic expected. Who knows how long the market will continue to assume that no news means investors will stay out until there is some "action" -- could be a week, a quarter, or a year, but a much higher price seems likely in two years.