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

To: Mkilloran who wrote (10664)	11/30/1998 3:51:00 PM
From: Thomas C. Donald	Respond to of 93625

Mkilloran: Rambus' design won't work in portable applications or in applications with heat dissipation constraints until the excessive-power-consumption problem with RDRAMs has been resolved.

To: Mkilloran who wrote (10664)	11/30/1998 3:55:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

killer, i think you are missing it. in addition to being declared top dog by intel, rambus rdram is already in nintendo 64, hdtv, and a slew of other uses have been announced by ti, matsushita(for numerous products under their panasonic brand) and others. rdram is here man.

To: Mkilloran who wrote (10664)	11/30/1998 3:57:00 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 93625

Mkilloran At this point in time, we don't even have a full grasp of which markets RMBS will gain an insurmountable installed base (gee, I love saying that) so good luck to you in calculating earnings going forward. It always amazes me how former holders or shorters of the stock suddenly zeroing on the "PE ratio" when the price starts moving up. Until we have a firm grasp of sequential earnings growth, current PE's are meaningless. bp