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: Steve Lee who wrote (38081)	3/14/2000 7:35:00 AM
From: Ian Anderson	Read Replies (3) \| Respond to of 93625

My feeling is that Rambus is now fully valued assuming perfect execution, given the outrageous market cap, and the relatively well bounded (though very large!) market for its products. There is only a certain proportion of global GDP that the world will spend on DRAM. We still have to eat, clothe and house ourselves, and pay for our healthcare. The new economy can't do that for us yet. Of course that doesn't prevent market sentiment from carrying us higher in the short/medium term, and the volatility keeps it a great trading stock :) Ian