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


To: GVTucker who wrote (53492)9/15/2000 1:42:29 PM
From: Don Green  Respond to of 93625
 
GV> consistent with Edelstone, who sees RMBS' current earnings power as being between $3 and $5. The only difference is that he extrapolates that into a $200 target.

GV as always, my main concern / doubts is the TOTAL lack of others to even take the time to evaluate Rambus in writing.

Again I see that no one else has even bothered to comment on the Rambus SUMMIT. I almost wonder when Edelstone is going to jump ship to Rambus for stock options??

Don



To: GVTucker who wrote (53492)9/16/2000 9:52:48 AM
From: Zeev Hed  Read Replies (1) | Respond to of 93625
 
GV, I think that Edelstone $200 takes into account periods of "overvaluation" or exuberance, and under such a scenario, I am on record that the bu$$ could reach $165. I for one would not be a buyer at those prices, however. Oh, and by the way, I think it is Edelstone which is "consistent" with my number, not the other way around, I believe I presented to this trend this "evaluation" before he came up with the $3/$5 range (VBG).

Zeev