SI
SI
discoversearch

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: REH who wrote (13225)1/14/1999 1:43:00 PM
From: MileHigh  Respond to of 93625
 
REH,

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

We ALL know this by now- at least I hope everyone does- let's move on....

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

Are you validating the AMZN valuation model?

This is where I just drop out! The conversation just gets too bullish and most rational valuation issues are discounted....IMHO

Good Luck!

MileHigh