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Politics : Ask Michael Burke

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To: Michael Bakunin who wrote (61867)	6/9/1999 8:42:00 PM
From: MileHigh	Read Replies (2) of 132070

mb, I have a large detailed Excel spreadsheet on RMBS forward earnings estimates. BWADR, our thread has talked this to death over and over again.... Just take the DRAM market in '01, multiply by what % of that market RMBS will capture (I know you think it will be 5% <gg>), multiply that by 1.5% avg royalty, and then take 35-40% of that number (fabless- most profitable semi company ever). What do you get? I get in excess of $4.00/share, you get $0.25/share I know, but that is where we disagree. And that's OK! And that is huge EPS growth! So what PE should it have right now?! Regards, MileHigh

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