Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 104.14

+0.1%

12:34 PM EST

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To: jim kelley who wrote (72653)	5/12/2001 3:28:27 PM
From: NightOwl	Read Replies (2) of 93625

jk said: Rambus is worth about $30 per share on the basis of Rdram alone. But it will continue collect royalties from its licensees on Sdram and DDR in spite of this war that continues. So $5 per share would be a real buy! It occurs to me that RMBS is worth exactly the same thing its always been worth: The Value That INTC Is Willing To Pay For It If it weren't for INTC shoving it down everyone's throat there would be zip DRDRAM. Nobody else makes a MB for it. Nobody else makes a chip set for it. Nobody else was asking for it. The market "demand" for the stuff is based entirely on a "Market of One" and the consumer's name is INTC. Look at INTC's loss of market cap and market share and you'll see the true value of Da Bus. That's what its real cost has been. If every RMBS long on the face of the globe went out and bought a P4 -which they haven't - it would still not have sufficient demand to warrant a major share of production lines at any of the biggest memory fabs in the world. What was the revenue of RMBS when it had the Ninetindo contract on line? Whatever it was that is your best case scenario for RMBS sales in the absence of INTC salting the mines. Look at what it has cost INTC and Mom & Pop to get this Bus into first gear. Now consider how much more its going to cost to get it rolling at $30/sh, with *FRAUD* plastered all over the sides and half the passengers throwing bricks at what passes for the "Driver's Head." The price of oil is entirely tooooooo high to be wasting it on powering up DRDRAM "space heaters" in the middle of the summer just so this Ying Yang of a company can be allowed to continue. If they can keep me from firing up the back yard grill in LA, then it's damn well time for somebody to drop the Hammer on this piece of crap and bury it. ...Period 0\|0

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