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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Zeev Hed who wrote (7618)2/2/1999 10:48:00 PM
From: Ian@SI  Read Replies (1) of 10921
 
By "no-brainer" are you implying that only those with no brain would buy RMBS at $60 rather than CYMI at $25? <vbg>

First, growth estimates in the Equipment sector will be revised up sharply from current levels for each of the next 3-5 years. (except they only go out 2 years for individual companies.) DRAM revenues have been and are likely to continue to be reduced sharply.

So, which would you rather do?

Buy RMBS at an inflated price based upon inflated estimates of its share of an inflated market?

or

Buy CYMI at a depressed price based upon depressed estimates of a depressed market? or PRIA? or MTSN? or NVLS? or AMAT? or KLAC? etc.?

RMBS will definitely capture a niche at the high end server, high end games / graphics sectors. But I doubt that it will enter the mainstream as long as the industry has to pay a penalty for royalties and chip real estate (to encode the RMBS architecture on both the memory and processor chips).

I believe it's got a much larger market share, much sooner already fully priced into the stock. But at least it's got patents, intellectual property, revenues and earnings.

good luck,
Ian.

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