Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: mishedlo who wrote (50715)	8/23/2000 1:01:27 AM
From: Alan Hume	Read Replies (2) of 93625

Hi Mishedlo, sorry for the late reply, but I am replying from Hong Kong, exactly 12 hours out of synch with most of you. Any way, my valuation of RMBS ? morgan Stanley has a target for $200 intel has reiterated their support for RMBS this week with the statement that it is the only memory for the high end. Which can be read as what is highend today, is middle of the road tomorrow, so this too bodes well for RMBS. But the biggest unknown, is the DDR and SDR patent issue. Were they to be recognised, then the 200 would (for a time at least) be surpassed. But frankly, if in the mid term the PE settles at 60 and earnings are acheived of $2.50 this would give us a price of $150 I think that is a reasonable target Alan

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