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

To: Barry Grossman who wrote (13868)1/19/1999 11:30:00 AM
From: MulhollandDrive  Respond to of 93625
 
Hi Barry,

If you've read the Gorilla Game, I think RMBS is still in the "tornado" stage and the price volatility seems to reflect that. What I found interesting about that "nugget" is that having a Gorilla like INTC participate in spreading the word about RMBS may in fact accelerate the "Main Street" phase of the transition. Moore says in his book that going forward onto Main Street, the competitive advantages of the gorilla actually increase relative to it's competitors ( now who are those guys, anyway?).

I think the hockey stick looms large. <g>

bp



To: Barry Grossman who wrote (13868)1/19/1999 11:31:00 AM
From: Mkilloran  Read Replies (1) | Respond to of 93625
 
Barry...the people on this board are way ahead of the curve...
The general PC user and investor don't know the RMBS story..

By 2000 they will hear and see RMBS progress in sales.
That's when many more will invest in RMBS as Wall Street analyst upgrades are published and the news about RMBS spreads.

RMBS will have a long runup thru 2003.....maybe longer.


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