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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: chic_hearne who wrote (24340)12/12/2000 10:12:13 AM
From: Voltaire  Read Replies (2) of 65232
 
Hi chic,

The left brains are looking at a couple of things that are clouding their view.

1. Lawsuits and 2. INTC. When they should be looking at " It's the earnings STUPID".

Now why would a company that most Left Brains tell you will never amount to anything have such great earnings. BECAUSE THE TWO FACTORS I MENTIONED ABOVE REALLY DON'T COME INTO PLAY.

Lawsuits are about DDR and SDRAM which in about two years will disappear from the face of the earth and if they don't and RMBS wins their suits pay more Royalties anyway.

RMBS only receives about 10% of it's income from INTC. In effect, INTC needs RMBS at this point more than RMBS needs INTC.

LOGIC DEDUCTION 101 - Why has INTC been saying or intimating that they are moving away from RMBS? BECAUSE RMBS HAS TOLD THEM TO PAY UP ON ALL DRAM and INTC is simply trying to negotiate a better deal.

RMBS already has 75% of the Work Station market - what does that tell you? IF YOU WANT CUTTING EDGE - it has to be RMBS.

RMBS has already signed up for royalties companies that control 60% of the Dram market.

In a couple of years, every TV set made will have to be HDTV - what will be in them, you guessed it - RMBS.

SET TOP BOXES ALSO.

Communications of every kind will have RMBS or be left behind.

EMC signing is just tip of iceberg but does tell you where they are going. CAN CSCO BE FAR BEHIND?

There are two things to think of when you think of RMBS:

1. Stunning earnings and that is what the HOUSES will be looking for and 2. IF A COMPANY WANTS CUTTING EDGE TECHNOLOGY AND ALL OF THEM DO - IT WILL HAVE TO BE RMBS.

Left brains tend to believe what they read and therefore react to FUD too much, they also deal too much in MHTZ, GHTZ and all that crap when they should be looking at THE RIGHT BRAIN BIG PICTURE.

Realize I am probably setting myself up BUT FORTUNES WILL BE MADE WITH RMBS.

Volts - being condemned by the world as usual - LOL
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