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

To: RetiredNow who wrote (32514)	10/21/1999 6:41:00 PM
From: Don Green	Read Replies (2) \| Respond to of 93625

>forget PE. mindmeld, Don't be fooled, When the Hammer comes down, P/E matters! regards don

To: RetiredNow who wrote (32514)	10/21/1999 6:43:00 PM
From: wily	Respond to of 93625

All the valuation talk is just to show that the current Rambus price assumes: 1) A dominant share of the DRAM market over the next 5 years 2) Continuation as a large player beyond that And the point is just to ask the question: What makes everyone think that the Rambus IP will be valuable 5 years out? True, new technologies don't usually spring out of nowhere. But we have some challengers on the scene that can take share from Rambus. You have new technology that lowers the cost/pin which is a main Rambus advantage (since it uses less pins). You have embedded DRAM that is becomming more practical as feature sizes shrink. You have evolutionary technologies (SDRAM and DDR SDRAM) that some say offer the same advantages on the mobo as Rambus at lower cost and minus some of Rambus' disadvantages. w