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: Jim McMannis who wrote (59650)	11/1/2000 2:46:29 PM
From: jim kelley	Read Replies (2) \| Respond to of 93625

Re: "Wall Street prefers you make something and it's sustainable" Are you a moron? There is nothing better and more sustainable than royalties on patents good for 17 years.

To: Jim McMannis who wrote (59650)	11/1/2000 5:46:00 PM
From: cordob	Respond to of 93625

Any way you look at it, RMBS is fully valued. Even if everybody signs up and pays up (very unlikely), they are not worth more than double next year. AMD is much more interesting, good chance of quadrupling next year. See my calculations at TMF boards.fool.com excerpt the same time, so a 20% growth of the market may be more reasonable for those years. So a market cap next year of 30x $ 360 M x 0.65= $ (assuming for argument a 100% net margin, after tax 65%) $ 7 Billion, a bit less than twice todays cap. We have some generous assumptions here: 1) 100% market of ALL DRAM from 2001 onwards 2) 20% growth of global DRAM market 3) 100% net margin, i.e. no costs in the firm 4) a p/e of 30 which may be too liberal in view of limited time Cor PS Don't attack me, attack my calculations, please.

To: Jim McMannis who wrote (59650)	11/1/2000 7:56:39 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Now Jim, where did you get these teachings, hundred of software companies are raking in the dough on licensing fees, not the plastic on which they ship the stuff, sometimes they don't even ship it, just download it from the net. Are you still buried at the beginning of this century, when we had more than 50% of our population toiling 16 hours a day in the fields? I'd rather sell the fruit of my brain then the fruit of my brawn (I think I got more of the former than the latter <g>, but being a turnip farmer, I am not sure <VBG>). Wall Street adores licensing fees. Zeev