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

To: Vendit™ who wrote (30619)	9/25/1999 1:03:00 AM
From: Don Green	Read Replies (1) \| Respond to of 93625

oldtimerinvestor on Yahoo!!! > PE I think then that you would be heavily invested in a stock with an Earn/Shr of 10.78 and a P/E 1.61 Greetings, Actually I am not so conservative as you imply. My point is stocks with very high 2 digit P/E's and 3 digit P/E's is they leave themselves very little room to maneuver if they make a mistake/delay etc. So the risk of "holding" them long-term vs trading them is greatly increased. I actually think Cisco, Sunw, Lucent and a few other big money makers also have very high P/E ( but MUCH lower than Rambus) they have already proven themselves to be money makers where Rambus hasn't regards and good luck! Don

To: Vendit™ who wrote (30619)	9/26/1999 6:06:00 AM
From: Vendit™	Respond to of 93625

A CBS INTERVIEW: Roger McNamee is a co-founder and general partner of venture capital investment firm Integral Capital Partners, which manages $1 billion. He has led venture investments in companies like Intuit (INTU: news, msgs), Rambus (RMBS: news, msgs), and Inktomi (INKT: news, msgs). He spoke with CBS.MarketWatch.com about Ballmer's comments McNamee: What about Rambus? CBSMW: Well, it has a price-to-earnings ratio of 294. McNamee: You're talking about a company who's technology has been adopted by Intel and will go from 0 percent market share of PC shipments to something north of 15 over the next year or two. Their business is about to explode on the upside CBSMW: So what are some examples of tech stocks that are not overvalued? McNamee: It's not at all obvious to me that Rambus is overvalued. The reality is that the public market has embraced the Internet with a level of enthusiasm that historically has qualified as manic. And in that process, we've seen the traditional standards of Wall Street be relaxed. cbs.marketwatch.com