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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 92.72+5.2%Nov 24 3:59 PM EST

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To: MileHigh who wrote (13204)1/14/1999 12:27:00 PM
From: REH  Read Replies (1) of 93625
 
it is true that rambus has been put in the wrong categorie as far as valuation - a true model would be to valuate the co. as a software co as they actually sell "software" as in patented designs. A good comparison is any company that sells O/S's (like msft). Rambus sells an memory O/S and should be valuated accordingly.

Thus - Edelstone is the wrong analyst

the story has gotten nothing but stronger so I see no reason to sell but only to buy!

reh
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