Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 92.21

+4.6%

2:47 PM EST

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To: unclewest who wrote (25981)	7/30/1999 9:09:00 PM
From: grok	Read Replies (2) of 93625

RE: <revenue calculation...> unclewest, shouldn't you account for a delay from dram shipments until Rambus shows the revenue on their books? I believe that you have pointed out this delay recently. It seems that I only make negative postings about Rambus and maybe this starts out as another one. But I only do this because I think that Intel is pushing rambus too fast in Camino/Coppermine and also because I think some of the claims are overblown. But I am positive overall on Rambus because: 1. Low pin count allows multiple channels in products like Timna and 21364. 2. Granularity will eventually become important since Moore's Law is increasing density a little faster than Gates' Bloat is using it. I am very interested in analysis like you are doing on Rambus' future earnings. The interesting part is that even without expecting that Rambus dominates the dram business they still get to impressive revenue numbers. Also, since they get their revenue from licensing they have no manufacturing or inventory costs. Perhaps they should have a pe like dotcoms have. Sounds like the price should soar.

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