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

To: jopawa who wrote (6234)8/14/1998 10:53:00 AM
From: djduncan  Read Replies (2) | Respond to of 93625
 
Hi!

New to thread, just a question. Is Rambus trying to enter the DSP market or the SRAM market?

Also, what levels of RDRAM are currently being produced and by whom? I am wondering why the company expects so much if there are already a large number of companies producing but very little profits, by comparison.

I have a feeling this company could make big money, but valuation is a concern. DRAM market is about $13 billion, what is max revenue stream for RMBS?

Just a skeptical thought. Could someone explain the rationale behind this stock?

Thanks,

DJD



To: jopawa who wrote (6234)8/14/1998 11:17:00 AM
From: Rosemary  Read Replies (1) | Respond to of 93625
 
John,

I'm out of money. I'm jealous. Most of it is already in RMBS. Monday, two things are happening, well three. Dell is reporting, Tate is on TV, and Clinton. 2 out of 3 aint bad. Then the press release coming out in mid week, thank you REH, looks like the good news will win the week.

Do we have any thoughts on it being options expiration too? What a week!


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