Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 114.07

-6.2%

3:18 PM EST

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To: FLSTF97 who wrote (28616)	9/5/1999 2:56:00 AM
From: Bilow	Read Replies (1) of 93625

Hi FLSTF97; Regarding the RMBS revenue stream, and the prospective P/S... The problem with projecting high P/E ratios based on the fact that the RMBS revenue stream is royalty based, and that therefore earnings are high compared to revenues, is that the revenue stream is highly dependent on technology. The payers of royalties to RMBS are not very pleased with it, and you can be sure that they are working hard to reduce those fees, or even eliminate them. Consequently, investors expecting them to continue for the next 20 years are probably going to be unhappily surprised. Technology comes and goes, and so do the companies. -- Carl

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