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

To: unclewest who wrote (10533)	11/28/1998 1:52:00 PM
From: Alan Hume	Respond to of 93625

Hi Uncle, "i'm off to the beach. be back later." I just love your style. Without knowing you, instinct tells me that you are a man of my style Alan

To: unclewest who wrote (10533)	11/28/1998 4:05:00 PM
From: abuck95	Read Replies (1) \| Respond to of 93625

Random thoughts. With the run in the last few weeks I wonder if there is more of the story to follow. Seems to simple to attribute this rise on the healthy market and the fund managers discovering the story all at once. One of the posters has got me to thinking about what next for RMBS as he put it "can lightning strike twice" I have no concrete answers for that question, but I will speculate. From the Rambus web site I read that they have over 140 employees 80% computer scientists or electrical engineers with extensive industry related work experience. The founders have ability and the access to the finest minds entering the work force and with the expected revenues and stock appreciation in the coming years there is no reason to believe they can't recruit the best. Now I am positive the first task at hand is to develop and insure the smoothest transition possible.But what we may be seeing is the birth of a developmental research co. working on a large scale of computer innovations. Is it reasonable to expect bright active minds to develop new ideas? Is it reasonable to expect this management to support commercially acceptable applications? Is it reasonable to believe some of this work is not already underway? Is it reasonable to believe work has progressed on some front to the point that we may get some announcement near term? Sorry to bore you guys with my babblings. I have been reading the book Virtual Corporation by Davidow and it has me wondering.