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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 105.01-5.1%3:59 PM EST

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To: Zeev Hed who wrote (49923)8/15/2000 10:50:57 PM
From: Pluvia  Read Replies (3) of 93625
 
I can see the bu$$ earning $4/share in two three years, and growing henceforth, giving you (depending on how generous you want to be) a "fair price" around $100, discounted by whatever you think the risks are that the dramurais will not stumble (g).

Hey Zeev - long time buddy =)

I know the Long RMBS argument. IMO paying a 25 PE for what you "hope" to get in 4 years is ridiculous in this industry. Particularly when you need everyone to cave in and pay the king his ransom. Won't happen IMO... And I would never bet on any technology remaining "king" 3-4 years from now.

But I would bet RMBS hits $20-40 within 12 months. Good luck buddy.

~p
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