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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (42974)	5/25/2001 10:50:41 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Frank, I'm not sure the market has priced in a total loss of ddr/sdram revenue quite yet. Let's assume you're right. That being the case, how do you explain the price investors were paying for Rambus when there was no clue that they would get DDR/SDRAM royalties? Their win in the court about them came as a complete shock to everyone in our thread. It's apparent that your evil twin is gaining the upper hand by trying to time the bottom of Rambus's stock. :) --Mike Buckey

To: Uncle Frank who wrote (42974)	5/25/2001 11:24:37 AM
From: substancep	Read Replies (1) \| Respond to of 54805

>>No, only to maintain their valuation. I'm not sure the market has priced in a total loss of ddr/sdram revenue quite yet. Currently RMBS is grossly undervalued based on RDRAM revenue projections alone. Don't ask me to crunch the numbers as I've come to this conclusion only from the work of others such as Tinker. I will first finish Hagstrom's Buffett book then take a Fool online valuation seminar in June. After completing the course I'll privately practice valuation senarios wrt all the Gorillas I own. If I become confident enough I'll post some valuation perspectives here. But, this quality thread demands quality valuation presentations and I've got a long way to go. Raising a 2 year old and a 3 year old isn't making this education any easier. If the market has not yet priced in a total loss of DDR and SDRAM revenue and the stock price drops further, then buying RMBS shares will be like freely picking up diamonds off the ground in an African diamond mine. Of course, to this organic chemist a diamond is nothing more than a grossly overpriced lump of graphite. :o) P