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

To: Gary Wisdom who wrote (15751)	2/18/1999 8:19:00 AM
From: Robert Jacobs	Read Replies (1) \| Respond to of 93625

In regards to RMBS and long term and speculation. From everything that I have read, RMBS has put together a stellar brain trust. That combined with their "virtal" business model of licensing rather than manufacturing makes the company positioned to be highly profitable in the chip to chip communication market. The true wild card is once their licensing stream and products are operating fully, to what other products and services will they turn? Remember, MSFT only had DOS Operating System and Basic Programming language in the mid 80's. Look at their product list now! So I am betting that RMBS will apply their science and savvy to other products as we go forward and a 100 bagger is possible. For me, MSFT was a 500 bagger so these things do happen. I just love their position, brains and biz model so at this point 65 or 95 is irrelevant for the long pull. If you like RMBS, take a look at CREE...another big position of mine ready for takeoff (and with a track record of solid earnings growth and a strong position of dominence in SiC. Another thought regarding RMBS is the support of Intel. For Intel to lead hundreds of millions of investment...and other hundreds of millions of other fabs behind a standard that they support but do not own speaks louder than all the analysts or posters here.... Gonna go for more shares today....halfway to my 10k shares for a full position.