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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Bid Buster who wrote (23767)1/29/2003 2:39:50 PM
From: Libbyt  Read Replies (1) | Respond to of 57110
 
...so whats really changed with RMBS other that new hype noise?

I don't actively follow RMBS, so I'm not the person who could answer that question.

Zeev has had many posts on RMBS in the past, as well as some recent posts today about the company.



To: Bid Buster who wrote (23767)1/29/2003 3:09:23 PM
From: Techplayer  Read Replies (1) | Respond to of 57110
 
b_b, What I see is that it gives Rambus a renewed chance in a former lawsuit against infineon. RMBS had previously been trying to get 800 million in royalties.

Pump it to 11X sales and 11X book on a hope and a prayer. 20-30 sounds like 1999-2000 to me.


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