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

To: MileHigh who wrote (14396)	1/27/1999 8:43:00 PM
From: REH	Respond to of 93625

I respectfully disagree. I agree that the people buying Internet stocks are hoping, big time. I think the case is very different with Rambus - they have the comittment from 95% of their prospects! That's not hoping, that's waiting. Also: Tate (being he's concervative self) said next two quarters would be flat for three - of which one very significant reason(s): 1. Nitendo sales seasonally slow 2. Two graphic board suppliers quit the biz 3. The expect too increase expences to secure the timely deployment of RDRAM If I compare Rambus to Amazon, EBay, Exite, Yahoo.... I really see a much better future senario for Rambus: * they make money * they are growing in revenue and profit * profit margin is increasing * the have already "closed" 95% of all prospective customers (in the PC arena) * They are backed by Intel Thus - I am actually very suprised Rambus is not already at $ 300! I guess Yahoo is easier to understand but when you understand Rambus they win on future prospects hands down IMHO reh/BULLISH - VERY BULLISH