Rambus (RMBS) - Eagle or Penguin Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.35

-0.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (63815)	1/6/2001 1:56:31 PM
From: Dan3	Read Replies (1) of 93625

Re: As for the Bu$$, IMTO, it is now rapidly becoming a "value stock". Value stocks have after tax P/Es of 6 or 7. And they usually have substantial assets. Do you expect $1.1 Billion earnings before taxes from Rambus next year? Total revenue was $25 million in the last quarter reported. When will we see the results of license agreements on SDRAM and DDR? How long has it been since they signed 10% of the industry? Don't revenues show up in the following quarter? Rambus could be shown to be prior art in one court case (however unlikely that may be) and become essentially worthless overnight. Now that they've signed Samsung for SDRAM/DDR, they are an interesting investment (depending on the details of that agreement). And if they sign Micron and Infineon, they'll become downright fascinating. - but I'm not sure I'd classify them as a "value" company just yet. They couldn't run away from the ITC case they started fast enough - something weird about that. There could be some holes in their story that aren't known, yet. And the way they reported net earnings of 49 cents per share on gross sales of 26 cents per share was particularly cute. No mucking about with the books at Rambus, by golly! :-) Regards, Dan PS - don't get me wrong, ever since they convinced Samsung to sign, I've had a whole new (more favorable) opinion of Rambus as an investment, I just don't see them as a value stock like GM that sells for $54 with $9.36 EPS and has many billions in hard core assets.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next