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

To: Rosemary who wrote (19787)	5/9/1999 3:21:00 PM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Rosemary, high bandwidth and faster processors are a certainty. The problem is more subtle than you state though. Rambus stock is priced to dominate the market, even at these prices. If Rambus is perceived as just a player in the DRAM market near to medium term we will see a price collapse. The 2nd point is that the longer it takes Rambus to dominate the more chance another technology has of replacing it. That's why I have trouble with the wait till 2002-2003 timeframe. Anyway, I wanted to post the interview, it was on the Intel thread but I didn't notice it here. I realize at this point I'm rehashing points that have been discussed here for some time. Rich