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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (61670)	6/8/1999 10:47:00 AM
From: gnuman	Read Replies (1) \| Respond to of 132070

MB, re: Rambus I think you've convinced me regarding costs and market for the product. But since production isn't scheduled till late Q3 - Q4, what do you think will happen in the interim to counter all the hype?

To: Knighty Tin who wrote (61670)	6/8/1999 11:08:00 AM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

MB - DB 11:04 PC SALES GROWTH IN WESTERN EUROPE PEGGED AT 14% Q2, IDC SAYS. DB 11:02 GLOBAL DEMAND FOR PC'S LED BY JAPAN, IDC SAYS. DB 11:01 WORLD PC MARKET SEEN GROWING 21.3% Q2, IDC SAYS. Led by Japan! -g- Regards, Don

To: Knighty Tin who wrote (61670)	6/8/1999 11:17:00 AM
From: re3	Read Replies (1) \| Respond to of 132070

Michael, in hindsight, was mu's move up due to the toutathon predictable ??? IKE

To: Knighty Tin who wrote (61670)	6/8/1999 11:33:00 AM
From: Alias Shrugged	Read Replies (1) \| Respond to of 132070

Thanks, Mike. >>>I have no position on TXN or HWP<<< Are these stocks you just would not put? or are you waiting for higher prices. In the meantime, RMBS just keeps a'climbin.

To: Knighty Tin who wrote (61670)	6/8/1999 12:47:00 PM
From: valueminded	Read Replies (3) \| Respond to of 132070

Mike: appreciate the update. Another point on Rmbus is maybe since the touted unit growth is at the low end of the market - ie anal(ysts) love to tout the low cost pc as a real motivator of unit sales but forget to mention how high price rdram is going to make it into these units. . .. . Another question for you (or anyone else) actually a check up on my math: (assume no pe expansion in stocks from current levels) If I get 7% on a aaa rated bond and the marketeers begin with a SP pe of 33 and earnings growth of 10% per year. Then: 1. how many years do I have to wait before my 1000$ invested in the SP is worth the same as my 1000 investment in the bond (assuming all earnings are reinvested at the 10% earnings growth rate and returned to me as a return on capital at the end of the time period) 2. If I am over 30 will I live that long ? 3. Does the market care ? thanks