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: Dan3 who wrote (60059)	11/3/2000 8:53:54 AM
From: mishedlo	of 93625

<<Impressive numbers. A P/E of 25 with earnings at $0.55 yields a stock price just under $14. If 55 cents represents 40% of the market having signed, then if Rambus gets everyone to sign, their earnings would be $1.38 per year. Once they have nothing left to win, a more reasonable P/E would be 15 so the stock price could be expected to be around $21. Questions? Comments? :-) Dan PS - Notice that Eddlestone thought the $0.55 represented earnings after additional companies signed, the numbers above are actually slanted in Rambus's favor. I may have sold those puts waaaay too soon.>> Comments double or tripple those estimates fow when they all sign. Double your PE Add in some growth for communications products and controllers we have not seen. If you are so certain with your analysis, I say buy those Puts back today - they will be a lot cheaper.

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