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

To: MileHigh who wrote (13223)1/14/1999 1:33:00 PM
From: REH  Read Replies (1) | Respond to of 93625
 
Microsoft is a mature company with current earnings and are beeing priced accordingly. Rambus is a young company and is beeing prices according to future revenue potential

Problem is that a semi-co has a way different valuation calculation than software sue to the manufacturing end.

Same model as is being used to put the value on Amazon should be used for Rambus

reh



To: MileHigh who wrote (13223)1/14/1999 1:35:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 93625
 
Mile,

>>PS- That one thestreet.com article (Sliding into the Slow Lane) raised
these exact points and EVERYONE discounted it.

That's why I'm discussing it NOW. That was one person's opinion, now we have another analyst neutral. Just trying to gauge what the street consensus really is and whether it is correct or not.

bp


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