Formerly About Applied Materials Message Board

STOCKTALK

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.

Politics : Formerly About Applied Materials

AMAT 322.31

-5.6%

Jan 30 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Robert O who wrote (22768)	8/11/1998 6:40:00 PM
From: MileHigh	Read Replies (1) of 70976

OT Robert, I am long RMBS and I would encourage you to spend some time over at the RMBS thread, a lot of great information and analysis. If you take the time to go way back and read "many" messages, you will see that the future of RMBS as the next chip-to-chip interface standard has been, was, and is assured. As far as it being undervalued, I believe it is LT. I would put RMBS value at $250+ 2-3 yrs out...They are a fabless operation so there Operating Margins should be around 40%, per the CEO in public statements.... Also, remember, 50% of the DRAM market is a BIG number!! MileHigh

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next