Replies to post #4928 on Rambus (RMBS)

[calbiker]

Re. We don't even have a BUY rec on Rambus right now.

What? You calculated a 400% earnings increase in 18 months yet no BUT rec? That's unbelievable! What does it take to get a BUY?

Actually, it sounds like you don't have confidence in your calculation. :-(

Since you're using a P/E of 35, RMBS range could be from $7 (@ 20c earnings) to $35 (@ $1 earnings) in 18 months.

I am not going to get drawn out here paragraph by paragraph on the 20 pages we have already written about Rambus.

I understand. If you can't defend the calculation, it's prudent not to discuss it. ;-)

Have a nice weekend;-)

You too!