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

To: REH who wrote (5088)	6/25/1998 12:40:00 PM
From: Gary Ku	Read Replies (1) \| Respond to of 93625

If you believe a small company has a little thing become standard is a big deal. Why don't you check out IOM ,it has more than one product already become industry standard. Besides, all RMBS's product going to become standard is pure speculation. What's more the chip giants are working on the alternatives to RMBS products. Don't you want to wait until INTC drops RMBS completely to give up with unbearable loss?

To: REH who wrote (5088)	6/25/1998 12:45:00 PM
From: sam	Respond to of 93625

It takes all kinds of people to make a market. A lot of mom and pop shorts are attracted to RMBS (1) because it has had what appears to be a fast rise (from 36 to 64) and (2) because it has had a prior run that led to a significant drop. Maybe they'll be right again. Or maybe they'll be run over this time. The reason I would never short RMBS is that there are fundamental reasons for this rise...and RMBS is rising along with chip equipment AND software stocks. The next computer upgrade cycle may be very large (or so says Microsoft) and will be sparked by the NT and NT lite upgrades. One will not be able to run the upgraded NT on any computer less than a PII. Hence, if NT is a screaming success, Intel and the other microprocessor manufacturers will also benefit. So will the boxmakers like Dell. And so will RMBS, which will collect a license fee on each computer sold. All this said, and on a personal note, I hope RMBS goes down. SELL, SELL, SELL!