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


To: Mark Rosneck who wrote (3773)4/15/1998 8:05:00 PM
From: KM  Read Replies (1) | Respond to of 93625
 
Mark: GREAT post. Thank you very much for the effort. Very much appreciated.



To: Mark Rosneck who wrote (3773)4/15/1998 8:13:00 PM
From: REH  Respond to of 93625
 
Mark: good summary

Some other guys: look back at this thread and find some very detailed analysis of both the technological and the financial picture of rmbs.
They currently have no de-facto competition and (as Mark points out), contrary to popular belief, modules based on their design actually saves the manufacturers cost in raw material.

Ibexx: good to see you sitting steady in the saddle

reh/long on rmbs (and it's not a small investment!)



To: Mark Rosneck who wrote (3773)4/15/1998 8:43:00 PM
From: Boplicity  Read Replies (1) | Respond to of 93625
 
Mark, Most impressive. And thank you. Perception is are only enemy. Also, time could be factor. You don't want the other guys to develop a beach head, before you get it together. We already have an in-term solution. I for one would like to see more actual products that produce meaningful dollars, then some game machine.

Greg



To: Mark Rosneck who wrote (3773)4/16/1998 2:44:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 93625
 
Wonderful post Mark. Thanks for an explanation in terms the average non techie can understand. I too was sold when I realized the potential for winning acceptance in the consumer electronics arena, not just pc. bp