Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Richard Habib who wrote (24948)	7/16/1999 8:35:00 PM
From: MileHigh	Read Replies (3) of 93625

Rich, While you may argue RMBS as a value play based on future growth, I'd argue the street may fool you. Since future RMBS growth at the end of the ramp becomes effectively equal to DRAM growth - as perverse as it sounds, I could see PE declining as rev ramps as the street looks to that DRAM limited future I agree and not many discuss this here. It is one of my concerns as the DRAM markets prices have been falling faster than demand, thus once the market is captured sales might actually decline as the commodity nature of DRAM market pushes prices lower and lower. My point, not pricing and margin control on RMBS' part, VERY unlike a MSFT or CSCO..... I don't use the Dataquest DRAM market numbers that Unclewest uses. They are completely out of this world when compared with other DRAM market analysis. Agreed, no disrespect to uncle but even Dataquest has spoken of "different" estimates, some half of the original $100B in '01 or '02 (whatever the year is)..... Regards, MileHigh PS- RMBS now my biggest position again....

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