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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (7618)	2/2/1999 10:48:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

By "no-brainer" are you implying that only those with no brain would buy RMBS at $60 rather than CYMI at $25? <vbg> First, growth estimates in the Equipment sector will be revised up sharply from current levels for each of the next 3-5 years. (except they only go out 2 years for individual companies.) DRAM revenues have been and are likely to continue to be reduced sharply. So, which would you rather do? Buy RMBS at an inflated price based upon inflated estimates of its share of an inflated market? or Buy CYMI at a depressed price based upon depressed estimates of a depressed market? or PRIA? or MTSN? or NVLS? or AMAT? or KLAC? etc.? RMBS will definitely capture a niche at the high end server, high end games / graphics sectors. But I doubt that it will enter the mainstream as long as the industry has to pay a penalty for royalties and chip real estate (to encode the RMBS architecture on both the memory and processor chips). I believe it's got a much larger market share, much sooner already fully priced into the stock. But at least it's got patents, intellectual property, revenues and earnings. good luck, Ian.

To: Zeev Hed who wrote (7618)	2/2/1999 11:10:00 PM
From: Jim Oravetz	Respond to of 10921

Its nice to have INTC on your team. They certainly can afford to spend some dough. However, the latest news I had seen on low cost PC sales showed that INTC share had fallen from 70+ to 49% of the CPU market. AMD 23% and Cyrix 12-13%. Intel will certainly sell enough of their front line CPU's to make some more $ (especially at those margins). What % of the applications really need that horsepower? Your avg. Joe office worker doesn't need the latest Intel offering to run wordproc/sprdsht programs. Corporations would be had pressed to spend more than $1300-1400 for a huge increase in machine functionality. IDTI sells a Pentium Jr., the WinChip, for $30 in the 200-240 MHz clock range. Socket 7 designs are less expensive than Slot1 or SlotX. Motherboard bus speeds are increasing to 100Mhz with the chips from AMD and others. IDTI/AMD/Cyrix CPU's have extra 3DNow video technology. What out INTC. (I wish I owned some.) I do not own RMBS, but have looked briefly at it once. Jim