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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Id who wrote (26696)	6/23/2000 1:03:00 AM
From: tekboy	Read Replies (2) \| Respond to of 54805

with all due respect for your insane blind faith and iron stomach, what we need now is not some crotchety talk therapy Frazier wannabe but one of those valuation junkies. Three pieces of information are rather important just now, at least for serious GGers as opposed to momo players: --what is the ultimate size of the market for Rambus-royalty chips? --what royalty rates is Rambus likely to get? --what is a reasonably range of guesstimates for the present value of Rambus' future revenue stream, and how does it compare to the current price (i.e., ~$140)? tekboy/Ares@Iguessthey'llhavetochangethenameofthethreadnow.com