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

To: REH who wrote (14862)	2/1/1999 4:48:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

REH, while I am in general a bull on RMBS, publishing such numbers just set the hope too high and thus the raises the bar of expectation. Copying the 30% of all new PC in 1999 and coming up with $2.6 billion in RDRAM sales for 1999, shows that the guy is dreaming. $100 billions in RMBS based chips in 2005 assumes that 50% of all chips (memory, logic, ASIC, DSP analogue and what not, including drivers for displays , I presume as well as controller chips for appliances and car etc.) will be RMBS based, not exactly reality, IMHO. Zeev