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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (98)	10/25/2000 6:55:57 PM
From: Jenna	Read Replies (2) \| Respond to of 6445

MIPS closed at 32 7/16, trades at a 77% Premium PE Multiple of 46.3 X, vs. the 26.1 X average multiple at which the Semiconductors SubIndustry is priced. That at least is tolerable. Cash Flow Margins : 33.0% ROA (Return on Assets) : 24.8% (more than RMBS) ROE (Return on Equity) : 29.4% (more than RMBS) P/E 46.. we can live with that. According to the multiple and valuation of the semiconductor sector the real value of MIPS is $27.88. We can live with that also.

To: Jenna who wrote (98)	10/25/2000 6:58:50 PM
From: Jenna	Read Replies (1) \| Respond to of 6445

RMBS.. worth about $20 bucks. RMBS trades at a Premium PE Multiple of 340.1 X, vs. the 26.1 X average multiple at which the Semiconductors SubIndustry is priced. RMBS has ROA (Return on Assets) : 7.8% ROE (Return on Equity) : 14.2% that is less than the average for the sector, so why is RMBS priced so much above the average multiple for the sector? RMBS sports a P/E of 340. RMBS sales growth us 65% even less than the industry growth of 75% so why is priced higher than the average multiple of the industry? RMBS Income Growth -100.00% less than before and the average income growth of this 'on the move' sector is 1,824.20%. You would almost have to be paying me to take RMBS off your hands.