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

To: REH who wrote (4564)	6/12/1998 9:11:00 AM
From: MileHigh	Respond to of 93625

reh, with all due respect, did PE of 765 make sense? NIMO, but, yes, if RMBS grows accordingly, at least we are seeing more of a value today, but I checked quote.com and there were a few trades at 35.5 this AM after positive Toshiba news!? Go figure, we'll see. Also, since RMBS relies on royalties from semi co.'s and with warnings of slowing sales coming every day after the close, I can not see a blockbuster report this qtr, granted, RMBS products have not really been rolled out yet, so it is hard to compare RMBS sales in this downturn as opposed to other downturns (make sense?). It also means that when the semi market turns and RMBS is rolled out, it will make for a very combustible situation (easily exceeding expectations not only because RDRAm will have been rolled out plus add in a turn in the semi market) Boom! SRB material! MileHigh High price: $ 84.00 August 97! P/E 765 Low (since first day of trading): $ 35.5 - right now P/E 190 Add in deferred earnings ($25M)to be realized next 5 quarters and all the positive news since IPO - does $ 36 make sense? MileHigh