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

To: jopawa who wrote (6983)	9/6/1998 2:20:00 AM
From: Rosemary	Read Replies (1) \| Respond to of 93625

John, Are you now questioning this new technology because of??? I get a kick out of this thread. It's a good thing I don't question the future, I accept the fact that it will happen with or with out us being there. It's the chances we have to accept, that Rambus will become the standard. No guarantees. But wouldn't it be wonderful if we guessed right? This is a great gamble, almost with the cards fixed in our favor. And now you are asking about their competitors?

To: jopawa who wrote (6983)	9/7/1998 6:48:00 PM
From: REH	Read Replies (2) \| Respond to of 93625

John: You are asking questions that have all been analyzed several times earlier on this thread. My feelings: 1. I think there are very slim chances that Rambus will not become the next generation standard for memory (keep in mind their patents go way beyond just memory). They do have competitors and most of the competitors (if not all) are also customers/licencees. Innovation, support from major players and sound financial management will be key to future success - so far tehy have proven to posess these factors. 2. I don't think the relationship with Intel will haunt them - only if Intel was to buy a major stake in Rambus which I do not believe is likely (I do expect that Intel will use their options when milestones are met but not go beyond that). The funny thing with this industry is all the strange bedfellows you can find at any one time - very often customers are also competitors and quite often there's also several law-suits going at the same time. The key is what's best for each company and if Rambus will help AMD to grow profits I don't think they'll care that Intel also is a customer (Cyrix didn't). 3. I don't quite understand your question about Micron. The fact is that Micron announced a few weeks back that they will start shipping RDRAM-modules late this year, early 1999. As with any new product or technology there will be competitors but I feel with the backing Rambus has achieved to date they are firmly on their way to success. I also suspect new licencees are waiting in the wings not to mention new markets - Rambus is a broadband company rather that a semiconductor company - should be compared to Software companies. As for the overall performance of the stock I belive we will see $ 60-70 in September and then a pull-back in October from general market correction followed by further increase to $ 80-100 by year end.