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

To: unclewest who wrote (26106)	7/31/1999 4:32:00 PM
From: Al Serrao	Read Replies (1) \| Respond to of 93625

Uncle, how about TXN which is increasing earnings at 25%-40% and has had a PE of 85 for the last four quarters. Don't know if this helps but just goes to show what can happen if you the firstest with the mostest.

To: unclewest who wrote (26106)	8/1/1999 7:39:00 AM
From: Gary105	Read Replies (2) \| Respond to of 93625

if eps are $6/share in 2001-02 timeframe (ie 3 yrs from now) assigning a p/e of 50 x earnings gives $300/share 3 years from now. discounting by 50% annual appreciation or a factor of 3.38 (ie 1.5^3) gives $88/share as fair value. in other words i think value is fair at current prices, that it has substantial long term upside if story plays out according to plan. but it also is very volatile and is not without risks - and especially subject to annual tech wreck corrections because of its high p/e and risk.