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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: Al Serrao who wrote (29357)9/12/1999 1:58:00 PM
From: grok  Read Replies (2) of 93625
 
Thanks much, Al, for the explanation.

I feel that Rambus situation is that it has this huge potential, some amount of which is already in the stock, but there is some finite risk that that potential will not be achieved. So it is being held in some unstable equilibrium until the risk part is resolved.

If the next few months turn out favorably for Rambus, no unpleasant surprises, then the next hurdle is determining how a stock like this should be valued: sky high PE like a dotcom or ground hugging PE for tracking the boom/bust cycles of the dram industry. Any thoughts on this?
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