Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Don Green who wrote (35048)	11/23/1999 1:38:00 PM
From: Richard Habib	Read Replies (1) of 93625

So, he saved us time on the positive news. There were others to provide the negative news including myself. By the way, I'll give you my forecast on RMBS. It's the same as I previously posted. Dataquest says $68B DRAM market by 2002 or so. Cut that to $50B - Dataquest has been overly optimistic. During the next 6 months the expectation will be that RMBS will take 30-40% of that market. Figure 30% - $50B * 30% * .015 royalty * 60% margin * 65% tax rate / 25M shares = $3.51 eps * 35 PE = 123 share price. Sometime before next summer, RMBS will achieve about that share price on forward looking expectations. With competent options purchases that would yield 2-3X your investment. Rich

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next