To: Gutterball who wrote (5476 ) 5/12/1998 1:41:00 PM From: Lou Read Replies (2) | Respond to of 14464
Miscellany/Doug seeking Gumport/post at Yahoo/vectorvest I've noticed that a good number of folks have obtained quotes and figures from MG's most recent analysis report on RMTR, and have posted some of those comments on this and other threads. The only place I know where his reports are available, is the Lehman Brothers web site which, up until about a month ago, provided real time reports posted to the site the same day. Now, however, I've noticed they must have recently instituted a 1 week delay in the posted reports, because none of them are up to date. Do you know where I can find his reports on a real time basis? Perhaps someone could scan a copy into the Inn for all of us to see. Anybody? Doug **************************************************** Comments lifted from the Yahoo thread/Lou **************************************************** Other thoughts from Gumport's report: RMTR will close their fab or use it for R&D R&D consortium to be formed leading to a reduction in R&D at RMTR of at least $1MM per quarter ($.08/year) New partner expected in Q3 Second analyst fell through (switched firms), success will bring new analysts "BEA NOT A PROBLEM" Fundamental value story intact and improving Pushed back $12 to 12 month from 12/31. Preliminary estimate for 2000 $.35, 1999 "raised" to $.15 ESDRAMs selling well, expect volume production "imminiently" ************************************************* Vectorvest changes direction/from Yahoo/lou/ [Dan's already posted on this.] *********************************************** RMTR is undervalued at yesterday's closing price BUY recommendation GREAT growth rate of 47% EXCELLENT timing to purchase the stock EXCELLENT balance vs safety Check it out at: vectorvest.com