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

To: Gary105 who wrote (26095)7/31/1999 3:49:00 PM
From: unclewest  Read Replies (2) | Respond to of 93625
 
>>i submit an upper estimate of $6 per share in 2001 - 02 timeframe<<

gary,
ok...let's use your number.
now what pe would you assign to a profitable company, with no debt,
that increases earnings 20x in 2 years?
and. do you know of any others?
unclewest



To: Gary105 who wrote (26095)7/31/1999 8:39:00 PM
From: grok  Read Replies (2) | Respond to of 93625
 
RE: <my wag at top end of 2001- 2002 estimate assumes 1.7% royalty x 50% market penetration x $45B dram market = $383 M. assume expenses associated with the above are $100M leaving $283M.>

Why would expenses be $100M? They spent less than $9M last quarter and all the engineering for Direct Rambus is done. Collecting royalty checks can't cost $64M/year.


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