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: Joe NYC who wrote (47201)	7/13/2000 6:13:31 PM
From: Richard Habib	Read Replies (1) \| Respond to of 93625

Joe, you can include probabilities for every item in the calculation. (For all we know roy will be reduced thru negotiation, thus a probability of that occuring might be appropriate.) The point of the exercise is not to develop specific numbers - there are too many unquantified variables. Look, I'm am no blind supporter of RMBS. I'm a full time trader. My last position in RMBS lasted about 20 min after hours. But frankly a prudent investor at this point would probably assume that the Intel/RMBS/Dell marketing muscle will likely propel RDRAM to a majority of the DRAM market by 2002 or so. The point of the post is to note that RMBS may very well have already discounted most of the growth that would occur in this DRAM cycle. Rich