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: wily who wrote (7866)	10/4/1998 8:21:00 PM
From: MileHigh	Respond to of 93625

Correct you are! MileHigh

To: wily who wrote (7866)	10/4/1998 9:02:00 PM
From: wily	Respond to of 93625

Regarding my discussion of the Rambus fundamentals this weekend, I don't consider myself having refuted REH's view, nor am I trying to do that. Mostly, just trying to get some feeling for the longterm. I had a hard time understanding the table, which I understand much better now. Would respectfully suggest a little captioned comentary to accompany the graphic. (Also, instead of P/E1, P/E2,..., have "P/E=" in each of those boxes). I think REH is probably right about Rambus, because of his sense of the industry, but am not really in a position to judge. Maybe I figure it out next weekend. Stay tuned... wily