richard,
i agree with almost everything you said...especially this..
That said, my initial thoughts on PE remain IMO the most important factor for long term holders profitability.
i have an idea of what the sales picture will have to look like to bring that pe down AND allow for the share price growth i expect. the only way i can see to do that is to keep track of design wins, establish a reasonable sales goal for each win, assign a royalty and calculate the result. i do not like to snatch numbers out of the air, so i wait patiently for news releases, conferences, interviews, white papers, and then i go research the companies web site for product sales etc., and tally the results.
do you have a suggestion for another way to do this?
Rambus's initial success will be determined by all the PC mags
i seriously doubt that the govt., g.e., proctor gamble, and general motors base their workstation, laptop, and pc purchases on "pc mag" articles. joe consumer will buy what is on the storeshelf according to the thickness of his wallet that day imo. serious gamers and gurus may buy according to results in pc mags.
unclewest |
