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


To: Thomas P. Friend who wrote (4616)6/16/1998 9:05:00 AM
From: REH  Read Replies (3) | Respond to of 93625
 
You missed an important fact. A more important guideline is the semiconductor
market which last year was 136 billion.There are many chips that can benefit
from the Rambus Technology which are not drams. Typically they are
microprocessors such as Pentiums, signal processors, graphic accelerators and
a host of other digital processors. About the only semiconductors that are not
Rambus prospects are analog processors and flash memory.
A Rambus vice president who did not want to go on record said that the
proccesor potential was several times the dram potential (the royalty on processors averages about 4%).

I will not again repeat predictions as before but I do see an enormous potential and believe they will beat estimated this Q.

reh