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No. of Recommendations: 2
If there isn't more upside then there isn't more upside to Intel either, is there?

Should we all sell INTEL tomorrow?

What about the communications and server market?

Perhaps there is upside to RMBS but not INTEL.

There clearly was no short term upside to QCOM in Jan 2000. BUT to contradict those that said "RMBS WILL BE THE WEAKEST OF ALL GORILLAS"

Perhaps RMBS will be the STRONGEST of enabling gorillas. What will the growth be in DRAM?
What will RMBS be able to buy, with 166 employees and NO OVERHEAD?

WHAT WILL RAMBUS DO WITH THEIR CASH?
Plenty of upside as I see it.
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