SI
SI
discoversearch

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.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Scumbria who wrote (98907)3/18/2000 2:44:00 AM
From: Bill Jackson  Read Replies (1) | Respond to of 1570719
 
Scumbria, It is hard to see what they are flying on? Possibly they expect a huge revenue stream from the Sony playstation RAMBUS since that will probably sell 20 million in the next year with the memory worth $5 each to rambus that is $100 million or about $4 per shares plus other memmory earnings they should get another $4-5 from that so it is possible that they entire year from now could ee them earn $10 per share?? sounds huge? yes, but they got less than 25 mil shares out and they are royalty driven with few extra costs. So at 50:1 the market anticipated a share price of $500....it is near that.
Remember that there is some basis of truth behind Rambus tech and they are working their way through the problems now and when they are solved and the price falls rambus could earn a great deal if they get $5-10 from every PC sold as well as the same for every PS2.....n sold those could approach 100 million units per year within a very few years~~~$500M to $1B earned or $20-40 per share?
Now that is sky blue projectionism, will it get there? Will they fix Rambus completely? will the price fall? will people be forced to buy Rambus because it has the high ground? will other memory tech unhorse Rambus? Will there be a market next Wednesday?
News at 11.

Bill



To: Scumbria who wrote (98907)3/18/2000 5:15:00 AM
From: Y. Samuel Arai  Read Replies (1) | Respond to of 1570719
 
Re: Is it time to buy Rambus puts?

The premiums are way too high.



To: Scumbria who wrote (98907)3/18/2000 5:31:00 PM
From: tejek  Respond to of 1570719
 
I asked this question last week. Is it time to buy Rambus puts?

Scumbria,

It should have been time to buy puts when RMBS crossed $150. Now, however, trying to predict when the shorts will stop holding hands and let go is very hard....as difficult as trying to catch a falling knife.

At a minimum I would wait until after the split and right before earnings in April.

ted