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


To: MulhollandDrive who wrote (13212)1/14/1999 12:48:00 PM
From: REH  Read Replies (1) | Respond to of 93625
 
what exactly spooked you? Mark? If so I have the entire report and it is bullish

reh



To: MulhollandDrive who wrote (13212)1/14/1999 1:05:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
bp,

This is a GREAT discussion!

What should the multiple be after a significant ramp up and we have abetter idea of what extent RMBS will dominate the DRAM market? It might run as high as 60-70 PE after a full ramp and some frothy excitement. Therefore, what does that make the stock- $300 @ $5.00 EPS in '01/'02?!?

I guess I am all of a sudden wondering why anyone thought this might have been an inexpensive stock prior to Edelstones comments? Edelstone downgrades, and now it is expensive? Nothing has changed (that we know of)

MileHigh