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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Stewart Whitman who wrote (2151)	2/16/2000 3:20:00 PM
From: Daniel Chisholm	Respond to of 4691

Not a bad guess. Perhaps I should have stated that I was trying to remember what I had heard -- it's just that SWAG has a much more poetic ring to it ;-) The things I think I recall reading did mention that dollar volume today is lower than it was several years ago. It also predicted significant dollar volume growth over the next two or three years - $25B this year or next, and $35B in three years or so. I must admit I had real trouble figuring out why they thought dollar volume ought to expand so aggressively. However, "they" are supposedly the experts, I most decidedly am not. FWIW -- just some musings from someone who is far from knowledgeable on DRAM. I just can't figure how getting a modest royalty on a significant fraction of such a large market (hey, I still think a million bucks is a lot of money, which I suppose makes me an old fuddy! ;-) enables one to justify RMBS's market cap. The numbers just don't seem to work out. If RMBS were reasonably assured of success with RDRAM (as appears increasingly likely, but still far from a sure thing), and the company's market cap was $250M-$500M, I might very well be interested in buying it. - Daniel