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.
Strategies & Market Trends : Sharck Soup
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: marvin smith who wrote (33846)9/1/2001 3:00:44 PM
From: mishedlo  Read Replies (2) of 37746
 
Marvin - RMBS is a very complicated mess.
Investor lawsuits
Lawsuits agaisnt MU
Still no decision on wheter or not DDRAM vioaates patents.

Italian court says yes but what will US court say.
Unfortunately Italian court will not put a block on MU parts. If they did with MU factory there, stock would react Very Positively.

How does one accurately figure earnings in the face of all this. I believe RMBS got screwed in the US courts. Others disagree violently. I think RMBS got screwed by an industry that just does not want to pay it royalties.

I also believe RDRAM is better for many many things like data streaming and "ultimately" this will be important but when is ultimately?

Also DRAM prices keep falling and falling and falling. This is not good for profits. Bottom is probably on on DRAM prices but how quick the rebound?

RMBS has a couple things going for it.
1) I believe all the lawsuits are priced in
2) If RMBS wins some of these, wins are not priced in
3) If PC orders improve and DRAM prices stabilize (Or if there is even a lietaht suggest this), RMBS should do well.

Its PE is absurd right now, with low DRAM prices and lots of $ in legal problems, one can easily argue the other side.

I hope it falls to 4 but I doubt it sincerely. Best guess is 5 was it. I would not buy common but strike 5 2004 leaps on dips below 6. Will save you some money if it does go to Zero.

M
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News