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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: TST who wrote (24946)	7/16/1999 5:45:00 PM
From: capt rocky	Respond to of 93625

uncle west: if your attempt at networking fails, i can always use anchors. high tech 450PII's are best. that smell when the cables are connected is money burning. rocky

To: TST who wrote (24946)	7/16/1999 5:49:00 PM
From: Richard Habib	Read Replies (4) \| Respond to of 93625

TST, anything is possible. My trading style usually requires a significant "value" component. While you may argue RMBS as a value play based on future growth, I'd argue the street may fool you. Since future RMBS growth at the end of the ramp becomes effectively equal to DRAM growth - as perverse as it sounds, I could see PE declining as rev ramps as the street looks to that DRAM limited future. Three other points. I don't use the Dataquest DRAM market numbers that Unclewest uses. They are completely out of this world when compared with other DRAM market analysis. Second, I'd point out that if you compare DRAM forecasts with historic DRAM market sizes, you'll find forecasts are consistently optimistic. Third, unlike Unclewest who states the Dataquest numbers and then points out that the PC market is only 1/3 of the RMBS future - I'd argue that the DRAM market numbers are the DRAM market and includes all DRAM sold. Whoever you believe regarding market size - that is the total DRAM market not just the PC market. My 3 assumptions lead me to the conclusion that future earnings are far lower than the numbers you are using. If the street is perverse regarding PE as noted above, RMBS may not have a great deal of upside - at least not like the kind of numbers you mentioned. Having said all that I'm glad for the longs. I do trade mostly options so my criteria are quite stringent. I did put my sister into RMBS ordinary shares at 70 so I'm glad to see the stock at these levels. Rich

To: TST who wrote (24946)	7/17/1999 10:26:00 AM
From: Alan Hume	Read Replies (1) \| Respond to of 93625

TST, "It isn't nearly as exciting as working 10 hours a day at trading but in the end pretty rewarding. " And the brokerage fees are a whole lot less Alan

To: TST who wrote (24946)	8/12/1999 5:10:00 PM
From: Jeff Jordan	Read Replies (2) \| Respond to of 93625

TST Keep this thought in mind. If Rambus does what many of us think it might & her share price goes up to between $500.00 & $1500.00 per share by 2003, then one will have secured a return of between 100% & several 100's% return a year from now until 2003. Although your expectations are beyond reality...RMBS can easily hit $200....I don't remember my exact '99 trading range I quoted on this thread earlier...I think it was 34-120....I know I nailed the low.... I saw your interest in ATHM...it's more likely to double in the next 12 mos. from these levels....'99 range 33.375-62.625