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

To: agrove who wrote (6183)	8/12/1998 10:38:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 93625

REH has already done the work for us. Also, REH's analysis is thorough. He sees RMBS at $400 by 2001 or so. I believe it could go higher if more products and applications utilize RDRAM. MileHigh

To: agrove who wrote (6183)	8/13/1998 8:22:00 AM
From: Mkilloran	Read Replies (1) \| Respond to of 93625

agrove.....read this link on rambus...see the spreadsheet on thru 2003 mckenziewebster.com they have signed some major deals,,,,crital mass has been achieved...licence rev will flow into rambus over the next few years

To: agrove who wrote (6183)	8/13/1998 8:28:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 93625

Agrove, >>>"How much money do you (the Rambus bulls) think Rambus MIGHT POSSIBLY make in summer 2000?"<<< Is this a Y2K question? >>>"and the CEO has come out and said, hey we may get all the intel chipset buisness and half the DRAM market in a couple of years."<<< I've heard great things about Rambus, and I think their credibility is beyond question judging by the company they keep (Intel). However, if their CEO said what you say he did, he sounds "high". Get him off to an executive charm school hotel in the California mountains (one in Santa Cruz) with some Intel execs and maybe he can learn some stoicism and humility. Tony

To: agrove who wrote (6183)	8/13/1998 11:16:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 93625

agrove, your statement again >>>"and the CEO has come out and said, hey we may get all the intel chipset buisness and half the DRAM market in a couple of years."<<< This makes it sound like Rambus may get the revenue from all the Intel chipset business and half of the DRAM market. That would mean they'd sell all the chipsets and half the DRAM. That's not how it works with Rambus, does it? Don't they get royalties for all usages of their design by companies that have signed with them? Royalties are a far cry from all or half of the business, the way I think of "the business." Still, my hat's off to these guys for working themselves into one off the best stories I've ever seen in this business. I just need to figure out when to buy some RMBS. I know, doesn't matter, going to $200... Tony