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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (25391)	10/16/1998 3:26:00 PM
From: blake_paterson	Respond to of 70976

OT / OT <<So, rmbs would run to over 250 within 4-5 years if they do end up with those e and that % of the market.>> Love that scenario <ggg>... I'm not so convinced about the bznz model... Their future is predicated on 1 thing: royalty stream. The days of contract income (new account fees) is nearly over... Flip side is they have EVERYBODY (and I mean EVERYBODY) locked up. Such beautiful execution it brings tears to your eyes. But what if the chip makers and box builders decide to go with some option 1 - 2 years down the road because they are fed up with paying the royalties? What if something else comes along? Meanwhile, I've been trading. Range has been 50 - 60, trading on news not numbers (too soon yet), and now people are talking about the new range being 60 - 70. Very volatile. Got out this AM at 66 and back in this PM at 61. Look for a spike after WSW tonite (allegedly the H&Q guy's gonna push it). Another very interesting IP story is ARMHY. If you believe that smart devices are the next killer app, then these guys are going to continue growing earnings at a 75 - 100% rate. Thinly traded, great pedigree, significant market maker issues... An ADR, you gotta work thru the numbers (see MF posts). Lower P:E than RMBS, a sleeper while RMBS gets all the credit for the IP model.