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

To: Gary Wisdom who wrote (4447)	6/3/1998 9:00:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 93625

Gary, If you're asking that question, you obviously don't understand the company or its products. Check who started this thread. ... then read a couple of my early posts on this thread. then form a conclusion as to which one of us better understands what RMBS offers. INTC has delayed MERCED by at least 6 months, possibly longer. That's another 6 months for the various consortiums to design around RMBS's royalties. Yet this stock still is priced based upon RDRAM becoming a monopoly in the PC world by 2000. Best case, it might get 40% by 2002 or so. And if DRAM prices keep plummeting at more than 4* the average annual decrease, the available royalties will be nowhere close to what Chaplinski is modeling. Rob cut INTC's estimates today. Can a cut to RMBS be far behind? It's one thing to hope that a company will be highly successful soon. I doubt that that desire is as realistic today as most of us thought it was earlier this year. Regards, Ian.