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

To: Islander who wrote (38007)	3/13/2000 1:25:00 PM
From: Victor Lazlo	Respond to of 93625

AMZN has a neg pe on escalating losses! Mkt cap $21 billion +++ Did you ask them your Q over there?

To: Islander who wrote (38007)	3/13/2000 1:33:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

Islander, that PE is rearview mirror. If you make "rational assumptions" on penetration of the DRAM market, you have visibility of earnings ranging in the $4 to $12 in the next three to five years. The beauty with RMBS is that the DRAM makers need not be profitable for RMBS to be profitable. They get between 1.5 to 1.7% of the shipments of all RDRAM. Furthermore, there is an "upside" potential of their patents being applicable to DDR as well as to existing SDRAM. Having said all that, I think that the current price is quite a "fair" valuation and no longer see the huge potential of price appreciation I was suggesting last November. Zeev