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 91.28

-1.6%

3:34 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: MileHigh who wrote (13204)	1/14/1999 12:46:00 PM
From: MulhollandDrive	Read Replies (2) of 93625

Milehigh, Just speculating that the "bar" is being raised so high for RMBS performance that it won't meet expectations. If you consider RMBS "just a semi-conductor" company, it is indeed over-valued relative to it's peers. That is not the view that I take, but if the broader market perception is such, no point in fighting it. Again, I'm not saying that I would exit the stock, but remember, relative to MY personal portfolio, I am purposely overweighted in RMBS because I concluded early that if RMBS became the industry standard the market would recognize that and RMBS would be able to command a very high multiple. Well, for now it appears to be next standard, but I'm wondering if my conclusion that premium on the multiple will be sustainable given the "valuation" downgrade. bp

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next