Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.36

-9.6%

3:59 PM EST

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To: Islander who wrote (38007)	3/13/2000 1:33:00 PM
From: Zeev Hed	Read Replies (2) of 93625

Islander, that PE is rearview mirror. If you make "rational assumptions" on penetration of the DRAM market, you have visibility of earnings ranging in the $4 to $12 in the next three to five years. The beauty with RMBS is that the DRAM makers need not be profitable for RMBS to be profitable. They get between 1.5 to 1.7% of the shipments of all RDRAM. Furthermore, there is an "upside" potential of their patents being applicable to DDR as well as to existing SDRAM. Having said all that, I think that the current price is quite a "fair" valuation and no longer see the huge potential of price appreciation I was suggesting last November. Zeev

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