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

To: pompsander who wrote (38207)3/15/2000 7:14:00 PM
From: Jdaasoc  Read Replies (2) | Respond to of 93625
 
pomp:
As long as analysts can calculate 1.0% net royalties after taxes on approx $25 B of RDRAM in 2002, we are talking about $250 M in cash profits. Compare that to MSFT, INTC or CSCO and either we have to go up in market cap about 2X or they have to come down in valuation. Plain and simple.
We will keep an eye out on DDR, Ramtron or anything else that will effect the above simplistic but inevitable calculation of RMBS net worth.

john


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