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


To: RetiredNow who wrote (17435)3/18/1999 11:32:00 AM
From: Al Serrao  Read Replies (1) | Respond to of 93625
 
mindmeld, your assumptions are reasonable with a lot of unknowns most of which are to the upside. It should be accumulated on these big sell offs. Notice how the short interest keeps rising and the shorts just continue to keep selling the stock. RMBS is still under attack making it an explosive candidate to the upside when we finally do turn. We have a ten banger here, just hang on for as long as you can.Best regards.



To: RetiredNow who wrote (17435)3/18/1999 11:36:00 AM
From: jopawa  Read Replies (2) | Respond to of 93625
 
2001 PE assumption = 100<

I think it's probably safe to assume that it won't carry a 100 pe in 2001. Seems to me that a 50 pe would be more realistic.

John



To: RetiredNow who wrote (17435)3/18/1999 11:42:00 AM
From: unclewest  Read Replies (2) | Respond to of 93625
 
mind,
i agree with al. i love to see these computations.

keep in mind the memory market is expected to expand rapidly.
rmbs expects to get 50% of total revenues from other sources.(that was said before the sony announcement).
figures we have from last year indicate royalties at 1.7-5%. i suspect intel may be lower though.
31% total market share in 2001 may be light too.
unclewest