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 94.11

-0.4%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DaveMG who wrote (5705)	7/15/1998 11:29:00 AM
From: Doug M.	Read Replies (1) of 93625

Dave, I'm real busy now, I'll post in more detail later. In general, Edelstone is saying what we bullish types have been saying for some time. He's quite optimistic about Compaq using RDRAM for their Alpha servers. He's optimistic about Compaq and Dell's commitment to use RDRAM in their PC's in 1999. He's optimistic about all of the partnerships that are taking place especially LG Semicon and Toshiba samples which were recently delivered. He likes the fact that Nintendo 64 royalties will increase due to seasonal factors. He thinks 2003 earnings will be at least $5.50 per share and he gives a multiple of 30 and by applying a 20% discount rate he comes up with 80 bucks per share. But he thinks the earnings will be AT LEAST $5.50 by 2003. More importantly, he thinks all of the partnerships taking place have significantly reduced the risk of the success of this company. Also, he thinks the commitment from Intel is stronger than ever to make RDRAM the PC main memory standard for the next DECADE and that everything is AT OR AHEAD OF SCHEDULE. Talk to you soon, Doug

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next