Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.26

+3.1%

Nov 14 9:30 AM EST

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To: MileHigh who wrote (21908)	6/7/1999 9:50:00 PM
From: unclewest	Read Replies (4) of 93625

to all of the regulars. i have stuart's and tom's pro-forma spreadsheets for rambus. actually stuart left me with a disc full of info. i have studied it in and out. most of his #'s come from respected analysts, some from rmbs, and some pretty conservative #'s from their own dd. stuart told me that the spreadsheets were developed by tom. together they plugged in the #'s. many of their assumptions are quite conservative imo. there are a few that i think are high and many that i think are too low. i should get some express mail deliveries tomorrow from other thread members, guru, and other sources that should provide the info i need to confirm their #'s my plan was to leak all of this to the thread over the next week or two. in view of today's announcements, i feel compelled to share certain info now. i will post more as i become more comfortable with all of the numbers. their prediction is for eps of .40 in 1999 4.62 in 2000 16.87 in 2001 36.10 in 2002 using there forecasted pe of 40 in 2002 you get a share price of $1,444. i appreciate all of the helpful pm's, e-mails and phone calls i received the last time i mentioned the name stuart. i also appreciate all of the help i have received in tabulating all of this info. i would like to say to the skeptics please evaluate my posts. take what you want. discard the rest. i do that with your posts. you cannot hurt my feelings. but please only pm me, if you have something that will help. i intend to post all skeptical and negative pm's on the main board in the future. i used to key on the mckenziewebster aka reh prediction of eps $23.00 in 2002. i know i posted that at least 10 times probably more. using his old numbers and the analysts new numbers i think reh was conservative. unclewest

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