SI
SI
discoversearch

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.
Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: richard surckla who wrote (136322)4/14/2001 1:05:00 PM
From: Dan3  Respond to of 1583677
 
Re: Scumbria was booted because....

How do you like Rambus gross revenues of $33 million with more than a third of the memory industry paying royalties on SDRAM, DDR, and RDRAM? That means that if they win every lawsuit and collect royalties on the other 2/3's they might make annual earnings of $2 a share.

$2 a share is the best Rambus can ever hope for.

A reasonable P/E once they got to that point (since growth prospects would be gone) is 6 or, at best, 8.

So a ceiling share price is $12 to $16.

If they lose their lawsuits, and Infineon gets damages, Rambus would be forced into bankruptcy.

Given the risks, and max price of $16, what should the stock be selling for today?



To: richard surckla who wrote (136322)4/14/2001 1:10:50 PM
From: Geoff Altman  Read Replies (2) | Respond to of 1583677
 
Well, I knew he was a flake but how did he break the TOU?



To: richard surckla who wrote (136322)4/14/2001 2:39:46 PM
From: tejek  Respond to of 1583677
 
Geoff... Scumbria was booted because he's a FLAKE and broke the rules of SI, and not for voicing his views.

Then why are you still here?

ted


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News