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


To: jim kelley who wrote (58209)10/19/2000 1:59:34 PM
From: Zeev Hed  Read Replies (2) | Respond to of 93625
 
Jim, a dollar per share in contract fees means $160 MM or so in contracts fees next year, I don't think that RMBS has the manpower to deliver the contract work you are suggesting. As for what a "fair valuation" might be look at the semi equip (even after todays rally) for what the market says when it fears a slowdown that might not even be there.

Zeev