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Politics : Ask Michael Burke
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To: MileHigh who wrote (61915)6/10/1999 11:59:00 AM
From: John Stichnoth  Read Replies (2) of 132070
 
MH--The appropriate PE to assign is of course crucial. My problem right now is seeing an end-game for RMBS. Does RMBS go the way of the disk drive makers, for instance, making $10 per share in 2005--but unable to follow up on the RDRAM success with continued growth.

I know you are familiar with the QCOM story. They built on the success of Omnitracs and Eudora to get to CDMA applications, and are looking forward to GSTRF success, and further growth in CDMA, for lots of further growth. So they're prospects aren't specifically limited.

RDRAM has an end date. At some point, some technology comes along to do away with RAM entirely. The recent Hitachi announcement may be on point here. That suggests that in 10-15 years RAM will disappear. And it also suggests that RMBS may only earn PE multiples similar to the disk drive makers, when its market matures.

So, do we have a stock with a 35 PE in 5 years, or an 8 PE? Your thoughts would be appreciated.
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