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: Dan3 who wrote (60059)	11/3/2000 8:52:45 AM
From: sylvester80	Respond to of 93625

Dan3, Bet the farm and get more puts. I dare you.

To: Dan3 who wrote (60059)	11/3/2000 8:53:54 AM
From: mishedlo	Respond to of 93625

<<Impressive numbers. A P/E of 25 with earnings at $0.55 yields a stock price just under $14. If 55 cents represents 40% of the market having signed, then if Rambus gets everyone to sign, their earnings would be $1.38 per year. Once they have nothing left to win, a more reasonable P/E would be 15 so the stock price could be expected to be around $21. Questions? Comments? :-) Dan PS - Notice that Eddlestone thought the $0.55 represented earnings after additional companies signed, the numbers above are actually slanted in Rambus's favor. I may have sold those puts waaaay too soon.>> Comments double or tripple those estimates fow when they all sign. Double your PE Add in some growth for communications products and controllers we have not seen. If you are so certain with your analysis, I say buy those Puts back today - they will be a lot cheaper.

To: Dan3 who wrote (60059)	11/3/2000 8:58:49 AM
From: GVTucker	Respond to of 93625

Dan3, RE: Notice that Eddlestone thought the $0.55 represented earnings after additional companies signed, the numbers above are actually slanted in Rambus's favor. I may have sold those puts waaaay too soon. You need to read that report again, Dan. Edelstone hinted that his number would further rise after additional companies signed. "Based on the expectations of higher royalty income derived from the Samsung agreement, we are raising our F2001 (ends in September) earnings estimate for Rambus to $0.55 per share from $0.45. Furthermore, we believe that additional license agreements are likely, and they should lead to higher earning power in the future."