Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.41

0.0%

3:50 PM EST

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To: Tenchusatsu who wrote (42403)	5/17/2000 3:10:00 AM
From: Eric K.	Read Replies (2) of 93625

I have to get used to referring to people by name (or alias)... tench-- A patient investor has made about a 400% return from AMD already. If Willamette only ramps in the hundreds of thousands as stated by Albert Yu at the IDF, you have to agree AMD should at least double from here. Do you mean to tell me that you believe RMBS is worth $11B (its market cap at $450 a share)-- which is how far it must rise just to get the return that AMD has already delivered or to deliver a gain equivalent to what AMD is probably 85% likely to deliver over the next six to nine months? Longer term, I can justify AMD at $276 a share very easily if AMD meets its objectives. What if RMBS meets all its projections and every memory product sold yields a 2% royalty to RMBS? For RMBS to do an equivalent performance to AMD's best-case scenario, RMBS needs to get to a $40B+ market cap. Is this reasonable? I suppose if you want to project 110M PS2s before March 2001 and a 3%-5% cut of everything to RAMBUS, you can justify such a price. Since when does a savvy, patient investor like volatile stocks? Don't you mean to say a period-trader (where period < 3 months) can get a much greater return from RMBS? -Eric

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