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

To: pompsander who wrote (20353)	5/16/1999 8:48:00 AM
From: Zeev Hed	Respond to of 93625

pomp, an interesting point of view, but with all my "admiration" of RMBS, I cannot classify this technology as nothing more than "evolutionary" technology. Enabling technology would be in the semi field devices based, for instance, on a completely new concepts, such as "nano vacuum tubes" (of course it does not exist, but would that not be a great "story stock" <VBG>?), where non dissipative processes allows devices operating in the 0.1 to 10 THz range, with very little waste heat. Of course, the concept of integrated circuits in the semis, was an enabling technology, and it "killed" the whole Vacuum tubes industry and enabled the information era. In the Biotech field we had the PCR (DNA amplification) process as a major enabling technology. In chemistry if someone came up with a technology to manipulate chemical bonding directly (without the hit and miss approach of catalysis), that would induce another revolution. Of course cold fusion if it ever become a reality will be an enabling technology as well. One of the hall marks of enabling technologies, they leave a lot of "dead bodies" in their way, RMBS, IMHO, as great as it is, will not leave any dead bodies but will reinject some vitality ( who knows for how long) in a segment of the semi that was becoming "moribund". Zeev