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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (6655)9/20/1999 11:21:00 AM
From: FLSTF97  Read Replies (3) of 54805
 
But the real question relative to rambus is that regardless of whether it becomes a gorilla, is it today undervalued?

I refer back to my post

Message 11149826

In my opinion you can only answer yes if you believe that they at least:

1) will have very high Gross and Net Margins. (this is certainly possible with their business model. I've spent fruitless hours trying to find an analogous public company to serve as a gauge for a net margin estimate. I'm still trying.)

2)The market for memory will greatly exceed the projections and RMBS captures virtually all of it. (This is possible, but it is not realistic in my opinion.You can bet that even Intel wouldn't like to see this happen.)

As to gorilladom, I think they are teetering on the far edge of the chasm. But the question of value still exists for the long term.
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