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

To: Ian Anderson who wrote (37420)	2/23/2000 7:18:00 AM
From: Ian Anderson	Read Replies (1) \| Respond to of 93625

Sorry, too late to edit. I meant to say in the short term believe the TA!

To: Ian Anderson who wrote (37420)	2/23/2000 9:57:00 AM
From: jetcityrandy	Respond to of 93625

Are not Rambu$ scientists, engineers, management forging ahead with follow-up and second generation memory designs? Wouldn't this/those newer designs (Rambu$1) be marketable in two or three years, [or less] about the time you indicate earnings from Rambu$0 start to flatten out? Is Rambu$ a one dog/pony show? Enquiring minds NEED to know!

To: Ian Anderson who wrote (37420)	2/23/2000 10:48:00 AM
From: The Prophet	Read Replies (2) \| Respond to of 93625

Many errors in your assumptions, Ian, as always: 1. Tax rate is too high (and/or margins too low) 2. Ramp up will occur faster than you project 2. Dataquest says DRAM market $100 billion by 2003 4. Ignores communication devices ($150 billion more) 5. Royalties on controllers and other non-DRAM products higher than 1.5% We have a $500-1000 stock on our hands (in your case, knees) May I add that your estimate, posted earlier this week, of a high of 173 for RMBS for the year demonstrates both your biases and your misunderstanding of these valuations, and the impact of a heavy short position.