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

To: MileHigh who wrote (8738)	10/17/1998 5:42:00 PM
From: blake_paterson	Respond to of 93625

<<I think you and I talked about the embedded DRAM market, one must look at this market IMHO.>> Mile: OT - OT I've been spending some time learning about the embedded processors since buying into both RMBS and ARMHY. Unfortunately, ARM doesn't have the following or the great thread like RMBS, so its harder to learn. I might go to the next Embedded Processor conference in SJ in Nov, if I can schedule it in... If I do I will share the info on this thread, and if I get shouted down, on the ARMHY motley fool thread instead... I'm convinced that whoever captures the embedded processor market lionshare will own the keys to the kingdom in the future, just like the WINTEL alliance. This is based on the conviction that smart devices are the killer app of the future. PC's will continue to grow, but devices will explode... Key question is WHO... ARMHY sells for less than RMBS, and doesn't get credit for the IP model (those kudos have been given to RMBS), so I question their marketing vision and ability to execute. Nonetheless, the pedigree of their licensee stable is just about as good as RMBS.... Cheers, BP