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

To: jim kelley who wrote (45058)	6/19/2000 12:34:00 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 93625

Jim, at $10 B capitalization, I believe there is an underlying assumption that RMBS will get royalties on $100 B per year, that is assuming already all DRAM and then some. I think we rapidly reached "fair" valuation, now the question is how much of an overvaluation we can get, I think it will be substantial and thus my target of a peak in the $160 to maybe even $180 or so. As I said I am always too conservative, here we are at $100, and I promised $100 to $115 in a month or two, and it was not even a day (g). Zeev