Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 124.77

-0.9%

Jan 22 3:59 PM EST

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To: FLSTF97 who wrote (30089)	9/21/1999 2:03:00 PM
From: unclewest	Read Replies (1) of 93625

If you have 100% DRAM market share as I assumed, and if you believe that the DRAM market will grow only at 10% and you have 75% profit margins before tax, how can you continue to grow at 50% to justify a PE of 75x. flstf, too many ifs there for me. how do you establish a saturation point. i don't know how to look that far out. i put a quote on the thread this morning that msft had predicted years ago that 1 mb of dram would be enough forever. i have 128 now will probably get 256 next. the current forecasts are for 59% growth next year and 49% the following year. what happens after that? i do not know. i would not presume the growth rate to go down. heck over 95% of the world doesn't have a pc yet. as they are buying their first, you and i will be buying upgrades. dram using appliances are increasing as well. unclewest

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