Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 102.22

-2.7%

Nov 12 3:59 PM EST

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To: mishedlo who wrote (53157)	9/13/2000 8:20:28 AM
From: Zeev Hed	Read Replies (1) of 93625

Misheldo, in my model, I assumed 1% royalties on all DRAM and assumed, according to "guidance" from Tate that DRAM will be about 60% of all revenues in the next 4 to 5 years. The big variable is what will be the size of the DRAM market by 2003, is that $30 B or north of $50 B as some forecasters assume. Don't forget that a PE of 25 on a future year (which will probably be in the midst of a semi down cycle) is by itself quite generous. Nevertheless, under the right market conditions later this year, the Bu$$ could easily go to overvaluation. I think that we will see today if the buss can run or not, if it does not close above $83, you know troubles are brewing, and I would still not consider the basic trend changed until it breaches $97. Zeev Zeev

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