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

To: MileHigh who wrote (24971)	7/16/1999 8:53:00 PM
From: John Stichnoth	Read Replies (2) \| Respond to of 93625

MH: How do you feel about a scenario in which Intel buys RMBS and AMD? They already have significant positions in each, and with the advent of DRDRAM, ram is no longer a commodity. Suddenly, INTC would be the gorilla in two segments. (PS--LG and Hyundai just merged their dram companies. Is this a defensive maneuver against the coming behemoth of INTC?) Please tell me that I am all wet, And WHY! I don't want to get taken out at $250.

To: MileHigh who wrote (24971)	7/16/1999 8:54:00 PM
From: Brian1970	Read Replies (1) \| Respond to of 93625

I'm happy that RMBS only went down 2 1/4 after yesterday's amazing performance. I thought it would drop 10 today. If we consolidate here for awhile, I'll be pleased. (Duh!)

To: MileHigh who wrote (24971)	7/16/1999 9:01:00 PM
From: visionthing	Read Replies (1) \| Respond to of 93625

>VERY unlike a MSFT< Actually like a software company in that they collect royalties which are based on others using their designs. In addition 80%+ profit margins are unheard of in the DRAM market, (really in any industry) even if the prices of DRAM level off--there would still be little chance of this company not growing at the 75% rate that is expected of them. The price projections that I have seen posted on this thread, were based upon PE's between 40-60, nowhere near the 320 that we are currently hovering near. I believe it is a given that as revenues increase the PE will drop. btw--the average tech stock on the NAZ has a PE of 86 currently, should easily be able to use an average when figuring price projections going forward. VT