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

To: richard surckla who wrote (29258)	9/11/1999 1:48:00 PM
From: grok	Respond to of 93625

RE: <He remains optimistic about the near future of the DRAM market, predicting a revenue peak of $43bn (œ27bn) in 2001, although this will be followed by another price crash in 2002. "Manufacturers must assume that the boom/bust cycle is here to stay and that supply and demand are never in balance for long," he said.> This boom/bust cycle is likely to play a role in the pe ratio that Rambus achieves. If stock price is driven by future earnings then the bust side should be considered too.