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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: Don Green who wrote (25631)7/24/1999 9:53:00 PM
From: MileHigh  Read Replies (2) of 93625
 
Don,

Boy, I have to keep you on task, so I will try and be very clear-- I have highlighted your what/if questions and provided a line to answer them on. This is how we start the game! I hope this is clear....Good luck and we are counting on you!

Based on the present Rambus P/E of 350 plus est???

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What would happen if Intel pulls the plug on Camino??

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Of course that won't or couldn't ever happen???

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But what if??

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How much of the present valuation of Rambus is based on PC's sales???

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What happens if they FINALLY bring out Camino but after 6 months ( due to Y2K concerns or whatever) sales are way below expectations??

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What happens to the valuations?

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