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

To: J_W who wrote (26630)	8/7/1999 9:44:00 PM
From: pompsander	Read Replies (2) \| Respond to of 93625

Jim, my point was that the P/E is high, by historic standards, for a company that actually has earnings <gg>. Frankly, it is amazing in some ways to realize that Rambus has held a 300 P/E. when everyone knew there would be no earnings ramp for months in the future. The fear of missing the Bus is a very real concept. And, although Don Green and Mile and others remind us that this is the greatest trading stock, it can go to 140 in a blink if the planets and moons align correctly. So, many believe stay out at your peril. I frankly do not see Intel support of Rambus waning. Speed of processor is one element, but if the memory interface on a 1 gig. computer cannot handle the data transfer, you might as well be at 500 megahertz. Which, I know, many say is all you need anyway, (yeah, yeah, been there, done that). I am still intrigued by Timna. Really, that concept could be the breakout product. Still more than a year away, however, so where do we go before then?