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

To: Fiscally Conservative who wrote (18477)	4/11/1999 12:29:00 PM
From: MileHigh	Respond to of 93625

Bill, I made the same statement a month ot two ago re pent up demand. Also, for All: What's the big deal with offering a 700 MHz chip and stepping it up to 800 Mhz soon thereafter?? Intel step their chips speeds up all the time. I am assuming that the 800 MHz RDRAM will just slip nicely into the 700 MHz sockets, etc...? I am not a tech god so if this is a negative, please explain! MileHigh

To: Fiscally Conservative who wrote (18477)	4/11/1999 12:32:00 PM
From: Alan Hume	Read Replies (2) \| Respond to of 93625

Hi Bill, not updating due to Y2K concerns is a corporate matter. Some 50% of all boxes I believe are sold between September and December. Obviously corperate buys are included, but they are not the drivers. I personally doubt that Joe Private buying for christmas is much concerned with Y2K. RMBS is not just a coiled spring, it will become "THE CLASSIC COILED SPRING", long to be recited. When confirmation that it functions at a halfway economic price are announced, it will make a quantum leap. Current forward looking PE is 91, AOL for example is 386, given (just) AOL's PE will put RMBS at $301. Transition to this figure (or similar) will happen within days. Remember RMBS has a very small market cap, and as such there are relatively few shares out there. Enough people out there know the rmbs story, and I assume that 90% of the current shareholders know what they are holding; and will not sell. I don't have to describe the result to you............ Remember, THE key date IMO is June. If we have no confirmation by then, take cover, and fast. Alan