Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-11.1%

Dec 12 9:30 AM EST

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To: pompsander who wrote (30685)	9/25/1999 11:28:00 PM
From: Don Green	of 93625

What about Rambus? Roger McNamee is a co-founder and general partner of venture capital investment firm Integral Capital Partners, which manages $1 billion. He has led venture investments in companies like Intuit (INTU: news, msgs), Rambus (RMBS: news, msgs), and Inktomi (INKT: news, msgs). McNamee: What about Rambus? CBSMW: Well, it has a price-to-earnings ratio of 294. McNamee: You're talking about a company who's technology has been adopted by Intel and will go from 0 percent market share of PC shipments to something north of 15 over the next year or two. Their business is about to explode on the upside. The stock market focuses on the future. The reason that Rambus has a high stock price is not because of what it's accomplished in the past but because of what it will do in the future. cbs.marketwatch.com Only question is when was this interview done? Most likely before the Rambus news broke on Thursday night????

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