Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 91.85

-3.0%

Dec 31 3:59 PM EST

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To: Stewart D. Mackie who wrote (53441)	9/14/2000 11:23:00 PM
From: Jdaasoc	Read Replies (1) of 93625

Stewart: Does anyone have an estimate of what we can expect on the upside and downside? I took a quick look at MIPS ,another semiconductor IP company, and they have P/E of 80; high open short interest and much slower top and bottom line growth than RMBS and MIPS is not going in the crapper ASAP. I think that the high open short interest is the common theme amoung high priced IP companies. I took a brief look at AWRE, a DSL IP company, and they also had high open short interest. The shorts are looking for a IP company that will fall into total disfavor in their industry so that stock should effectively go to zero. However, on the flip side, if they gain a any new "unexpected" royalties the stock price soars on their need to cover their short. john

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