Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: jhg_in_kc who wrote (839)	12/28/1998 12:01:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 4691

the story of the stock will be enrirely in the future. BUt if it happens You've answered your own question. You capitalized BU but I think you meant to capitalize the IF. Rambus is way too new too fit into Buffett-like methodology, and that Intel has committed to use the technology "next year" does not make up for the lack of operating history, no matter how spectacular the current growth numbers or expected returns. Several points: ---lack of sufficient history ---looks like it takes a genius to run ---high profit margins not proven to be sustainable, and if not yet proven to be sustainable, then we all know what Buffett would say: competition is still being invited to the party In any case, not a Buffett stock. If you don't know Buffett-like investing, or don't believe in it, and wish to continue your form of investing (I won't call it speculation because I don't believe that is what you are trying to engage in - I understand that you believe it is investing), then why bring it up here? Mike

To: jhg_in_kc who wrote (839)	12/28/1998 12:22:00 PM
From: cfimx	Respond to of 4691

jhg, Rambus is about as FAR from Buffet as you can get. Have you read through the Berkshire Annuals or ANY of the books on his majesty?

To: jhg_in_kc who wrote (839)	12/28/1998 7:21:00 PM
From: James Clarke	Read Replies (1) \| Respond to of 4691

jhg, every time I start thinking you might be starting to understand what Buffett is about, you throw something like Rambus at me. Why you would post that to me, I don't know. What makes you think I would buy a company with no earnings, and no track record, based on management's estimate of the future stock price? Going from 100 to 3600 in the next five years. Yeah, I'd settle for that too, but only if I believed it. And no, I do not want a detailed discussion on Rambus to follow - I am not going to even ask the question. In fact, I will state it clearly. I have no (ZERO) interest in knowing anything else about this company, at least on this thread. It may be a great investment and if you make money on it in the future I'm happy for you. But it has about as much in common with Buffetology as Bill Clinton has to do with marital fidelity. Oh God, now I'm going to start a political debate. Can we get back to what we're supposed to be doing on this thread? jjc