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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Cynic 2005 who wrote (10526)	12/8/1997 5:48:00 PM
From: Bonnie Bear	Read Replies (1) \| Respond to of 18056

I found an interesting chart with microcaps, smallcaps and Dow showing how much the flight from illiquidity is driving the market. Nobody wants to hold a stock that can't be dumped in less than two seconds. -g- financial.spiders.com

To: Cynic 2005 who wrote (10526)	12/8/1997 5:53:00 PM
From: vegetarian	Read Replies (1) \| Respond to of 18056

I agree RMBS is a good candidate for a takeover. For a rough valuation: their earning est for this year=23c For next year 48c, so a jump of about 100%. If the P/E matches the growth, fair value would be 51-52, if we are less generous, anything between 40-45 would be an OK buy, anything less would be good. This is rather crude computation and if the market growth comes down, so will theirs.

To: Cynic 2005 who wrote (10526)	12/9/1997 5:37:00 AM
From: Bilow	Read Replies (1) \| Respond to of 18056

Regarding RMBS: Problem (1) The technology is relatively easily circumvented, preventing significant excess licensing. In other words a good engineer can make a DRAM or DRAM controller that will meet the RMBS interface specification without violating RMBS patents, in my opinion. The reason for this is that the I/O logic on a DRAM is such a tiny percentage of the die area that using an inefficient design really doesn't drive the chip cost up any. Problem (2) When we actually get to system on a chip, the RMBS spec is no longer needed at all. The whole purpose of the RMBS spec is to reduce the number of pins required to interface to a DRAM, while increasing speed through those pins. On a chip, neither of these is an issue. In other words, RMBS could be a "fad" technology for DRAM. One that soon gets replaced with a newer design. So valuing it is kind of rough. -- Carl