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

To: Scott Maxwell who wrote (3270)	3/12/1998 3:55:00 AM
From: Marc Schiler	Read Replies (1) \| Respond to of 93625

<< suggesting that it might have a PE of 130 when it achieves that potential is, IMHO, irresponsible >> I agree entirely. A comparatively mature tech firm like Intel actually hovers around a PE of 20. The 130 is typical of startup firms whose earnings have not yet been realized. The PE of 30 is probably reasonable, and 25-30 is safe. The rest of the projection assumes no major competition, but this is also fairly reasonable, at this stage. There have been other comments about RMBS' more volatile moves, but these seem to have passed and the stock seems to have settled down. It has become a simple long term hold. (IMHO.) Regards, MS