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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: slacker711 who wrote (48883)11/14/2001 3:05:13 PM
From: techreports  Read Replies (1) of 54805
 
It looks like they expect $500 million of revenue in the current quarter....and they have a market cap of $17 Billion. So they have a PSR of about 8.5. It seems outrageous, in light of the fact, that they had a PSR of 1 in 1990. It seems that you are implying a correct valuation for Micron would be about 3.35

While i still don't think this justifies MU more expensive PSR today compared to what it was in 1990, but MU isn't the same company if i remember correctly. They bought TI's DRAM division which made them one of the largest DRAM makers, no? I still don't think the #1 DRAM company deserves a PSR of 8.5 in this bear

Of course, the part of the equation that is left out, is the fact that MU is predicted to earn $1.42 in '03. The valuation which you seem to want on Micron would allow you to buy it at 2.4x earnings that are only two years out.

haha..if MU is still in business. There is a chance they may not make it, but if they do, then that means some other DRAM company went bankrupt and that should be good for MU..

"shift toward hydrogen, away from petroleum". This is a myth, unfortunately. To make hydrogen we have to burn fossil fuel or use nuclear energy. In fact we have to use more energy than we can possibly get out of the hydrogen when we consume it and produce H2O. So energy wise, it's a loss. I don't take any exception to your other points.

Hmmm...didn't know that. Then why are so many car companies working on fuel cell technology if the price for hydrogen is going to be more than the price for gasoline?
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