Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Rosneck who wrote (31285)	10/1/1999 1:27:00 AM
From: Bilow	Respond to of 93625

Re RMBS being a multi-trick pony. Maybe they will come up with something else, though the odds suggest not, any more than any other group of individuals is likely to get patents that turn out to be highly profitable. As far as their making acquisitions, this company only has $3.54 cash per share, per yahoo profile, so the only thing they have going for them is a high stock price. But if you want Rambus to grow by purchasing other companies, don't you think it might be a little more efficient if you buy the stock of those companies yourself? It seems like buying it through Rambus is kind of inefficient, particularly given the fact that takeovers are usually at a premium. In addition, Rambus doesn't exactly have a history of running large manufacturing businesses successfully. On the other hand, the concept of an IP provider is interesting... In fact, there's always another way to recruit more bag holders. -- Carl