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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 88.13+1.0%Nov 21 9:30 AM EST
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To: Ian Anderson who wrote (37420)2/23/2000 10:48:00 AM
From: The Prophet  Read Replies (2) of 93625
 
Many errors in your assumptions, Ian, as always:

1. Tax rate is too high (and/or margins too low)

2. Ramp up will occur faster than you project

2. Dataquest says DRAM market $100 billion by 2003

4. Ignores communication devices ($150 billion more)

5. Royalties on controllers and other non-DRAM products higher than 1.5%

We have a $500-1000 stock on our hands (in your case, knees)

May I add that your estimate, posted earlier this week, of a high of 173 for RMBS for the year demonstrates both your biases and your misunderstanding of these valuations, and the impact of a heavy short position.
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