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


To: Alan Hume who wrote (9427)11/10/1998 2:15:00 PM
From: Timothy Liu  Respond to of 93625
 
> Internet usage is being hyped in any number of publications down as low as USA Today to increase by 1000% by 2001

RMBS could realistically increase earning by 1000% by 2001 if things are in place.

Tim
Just my 0.02$ of course.



To: Alan Hume who wrote (9427)11/10/1998 2:27:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 93625
 
>>Don't compare with Internet stocks"

Alan, actually a very strong case can be made for RMBS because of the exploding Internet access. Video streaming, teleconferencing and 3D graphics are bandwidth hogs that will need "RMBS inside". I think the next "killer app" will be Internet related and you won't be able to use SDRAM machines to get it. Internet applications will be the big driver of the next upgrade cycle and that benefits RMBS.

bp