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

To: Michael Bakunin who wrote (61867)	6/9/1999 3:14:00 PM
From: BGR	Read Replies (2) \| Respond to of 132070

mb, No fair. You asked for technical details and you got them. For example, what if one were to turn around and say that the SOX bears know that they are talking about when it comes to stagnation in need for memory performance growth, but that doesn't mean that they are always right about stock valuation when it comes to MU or RMBS? Would be rather below the belt, no? My understanding is that none of the alternative architectures are as expandable as RMBS'. -BGR.

To: Michael Bakunin who wrote (61867)	6/9/1999 8:42:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 132070

mb, I have a large detailed Excel spreadsheet on RMBS forward earnings estimates. BWADR, our thread has talked this to death over and over again.... Just take the DRAM market in '01, multiply by what % of that market RMBS will capture (I know you think it will be 5% <gg>), multiply that by 1.5% avg royalty, and then take 35-40% of that number (fabless- most profitable semi company ever). What do you get? I get in excess of $4.00/share, you get $0.25/share I know, but that is where we disagree. And that's OK! And that is huge EPS growth! So what PE should it have right now?! Regards, MileHigh