Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (99615)	3/23/2000 2:09:00 PM
From: tejek	Read Replies (1) \| Respond to of 1571208

On the RMBS, I just tripled my position at less than 1/3 the price. Still think reason is possible before 4/21. The article on RDRAM posted above estimated royalties at 0.50 to $2 per PC. Even with 20% of the market, that would be 15 to 60 million $ per year or between $0.63 and $2.50 per share. Petz, I agree...if Burstiner's #s are correct, Edelstone's projection of $500 per share even at $2.50 eps is lunacy. Just for the record, RMBS is expected to post earnings on 4/12. It most likely will follow the market pattern and correct after that. Thanks for the explanation of the noise factor. ted