SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MileHigh who wrote (24971)7/16/1999 9:01:00 PM
From: visionthing  Read Replies (1) of 93625
 
>VERY unlike a MSFT<

Actually like a software company in that they collect royalties which are based on others using their designs. In addition 80%+ profit margins are unheard of in the DRAM market, (really in any industry) even if the prices of DRAM level off--there would still be little chance of this company not growing at the 75% rate that is expected of them.

The price projections that I have seen posted on this thread, were based upon PE's between 40-60, nowhere near the 320 that we are currently hovering near. I believe it is a given that as revenues increase the PE will drop.

btw--the average tech stock on the NAZ has a PE of 86 currently, should easily be able to use an average when figuring price projections going forward.

VT
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext