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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (42974)	5/25/2001 11:24:37 AM
From: substancep	Read Replies (1) of 54805

>>No, only to maintain their valuation. I'm not sure the market has priced in a total loss of ddr/sdram revenue quite yet. Currently RMBS is grossly undervalued based on RDRAM revenue projections alone. Don't ask me to crunch the numbers as I've come to this conclusion only from the work of others such as Tinker. I will first finish Hagstrom's Buffett book then take a Fool online valuation seminar in June. After completing the course I'll privately practice valuation senarios wrt all the Gorillas I own. If I become confident enough I'll post some valuation perspectives here. But, this quality thread demands quality valuation presentations and I've got a long way to go. Raising a 2 year old and a 3 year old isn't making this education any easier. If the market has not yet priced in a total loss of DDR and SDRAM revenue and the stock price drops further, then buying RMBS shares will be like freely picking up diamonds off the ground in an African diamond mine. Of course, to this organic chemist a diamond is nothing more than a grossly overpriced lump of graphite. :o) P

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