Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 106.93

+2.1%

3:59 PM EST

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To: Ian Anderson who wrote (29050)	9/9/1999 12:16:00 PM
From: ribman	Read Replies (1) of 93625

Where is the flaw in my logic? I thing the bigger flaw is that Wall Street has traditionally awarded ipr companies a higher PE ratio than high tech manufacturers. Since Rambus is fabless, I think the PE will remain higher than boxmakers, although if you look at Dell, the PE over the last two years hasn't been too shabby. I don't think the market for Rambus or similar dram products will be "mature" for many years. IMHO 40 would be a conservative PE for Rambus, which changes valuation pretty dramatically. Your analysis also seems to assume that Rambus technology will remain somewhat static, and they will not stay on the cutting edge in future generations, or that they will not expand more into other markets not now anticipated.

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