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

To: Nancy McKinney who wrote (9667)	11/16/1998 7:27:00 AM
From: Andrew N. Cothran	Read Replies (1) \| Respond to of 93625

While one waits for the better mousetrap, he or she usually eats his or her own cheese as the mouse giggles and runs away.

To: Nancy McKinney who wrote (9667)	11/16/1998 8:44:00 AM
From: Gary Wisdom	Respond to of 93625

Nancy, here's the most compelling reason for you to buy Rambus. We own it. More buyers make us richer. <ggg>

To: Nancy McKinney who wrote (9667)	11/16/1998 8:48:00 AM
From: James Fulop	Read Replies (2) \| Respond to of 93625

Perhaps you received those comments because RMBS cannot be reduced to a pity statement.... reading a lot of this thread (yes, it may take time, but it is worth it) is probably the best means of understanding this stock.

To: Nancy McKinney who wrote (9667)	11/16/1998 9:08:00 AM
From: wily	Respond to of 93625

Rambus rules! (more later)

To: Nancy McKinney who wrote (9667)	11/16/1998 11:54:00 AM
From: Kenny	Read Replies (1) \| Respond to of 93625

Hello Nancy, The best way I can think of to explain why one ought to buy Rambus is to reiterate what REH has said, "infrastructure, infrastructure, infrastructure." Often, it's a matter of alliances, partnerships, and timing. Once an industry decides---in this case, forced---on a particular standard, a better mousetrap becomes irrelevant. Fortunately or unfortunately, that's reality. (There are very capable individuals on this thread that may provide some examples.) Admittedly, Nancy, the price-earnings ratio is high. Obviously, we've got a lot of "P", and everybody's waiting for the "E". So, why contemplate starting to build a position now? Well, because Rambus is within, say, 6-9 months of "showing us the money." And, the revenues are expected to be absolutely HUGE!. I would wager that you'll see a lot of "E" in the near future. In my view, Rambus has the most dominating type of business: a proprietary standard on an enabling technology, on which a very long value chain is about to form (i.e. high switching costs). Best of luck Nancy. K