Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MulhollandDrive who wrote (16597)	2/24/1999 12:45:00 PM
From: DMaA	Read Replies (1) \| Respond to of 93625

You're waiting for your ship to come in while Cramer is suggesting you go out and acquire a fleet of dingys.

To: MulhollandDrive who wrote (16597)	2/24/1999 1:03:00 PM
From: Zeev Hed	Read Replies (4) \| Respond to of 93625

bp, I cannot disagree with you on the principle and RMBS indeed fit some of the parameters of such a potential company, but you must admit that just like things could have gone wrong for DELL few times in the last 10 years, they could go wrong with RMBS. Ask yourself what technology platform for memory will be dominating in 10 to 20 years? It could be "owned" by RMBS, but it is a fair bet that it may not be RDRAM. Heck, it might not even be silicon. You must try and estimate the ability of management to execute not just technologically, but strategically and in the changing market place. I view RMBS as a success story with a "time horizon" of about five years and execution will have to be reevaluated, IMHO, on a yearly basis. Zeev