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

To: MileHigh who wrote (26157)	8/1/1999 7:55:00 PM
From: pompsander	Respond to of 93625

OTOTOT Hey Mile... I saw you dissing Rambus on the LSI thread a couple of days ago. Broke my heart, you fickle so and so...<g>

To: MileHigh who wrote (26157)	8/1/1999 8:05:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Mile, you are in the "Late 90's market", the next you'll want is discounted values, not just NPV. The was an exercise in "comparative valuation" taking as positive as possible a stance on can on MU and as negative a stance on RMBS and you still come to the conclusion that if MU is worth $60/share, then RMBS is worth $180/share. Now, are you paying $60/share for MU? You may want to since within the next six months, "the MU scenario" will be in full force (VBG). Zeev