Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 115.18

-7.7%

Jan 23 9:30 AM EST

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To: REH who wrote (3831)	4/17/1998 10:56:00 AM
From: TEColeman	Read Replies (2) of 93625

<<I'm a retired computer executive that sits on the board of 6 computer companies in Europe and the US, none of which I comment on.>> And I'm CEO on 3 Fortune 500 companies. :-) What relevance does this have to your valuation estimates? The Internet is the great equilizer, you've got to argue facts here. You can't value companies at 130 P/E unless you're certain that their earnings growth is at least as high for the next 2 years. You have assumptions stacked on top of assumptions. (Size of the market, RMBS market share, %royalty fees, %R&D, %G&A, and most importantly - how the market will value RMBS P/E. Where are the taxes in your calculation? Where is the competition? How are you estimating market share? Does the SLDRAM consortium charge royalties? Where will RMBS be if more fab houses decide to go the cheaper route? There are too many unknowns to be making accurate estimates at this time. Will RMBS grow? Most probably. At this point I'm treating RMBS as a short term investment until some of these questions can be answered. IF you are right, I may not get in on the ground floor, but I won't be walking the ice floes either. TEC

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