Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.23

-1.4%

Dec 1 3:59 PM EST

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To: Apollo who wrote (27536)	8/24/1999 6:15:00 AM
From: unclewest	Read Replies (1) of 93625

, it enters a tornado when revenues/earnings appreciate by > 80-100%. I think that won't happen til Y2K stan, analyst earnings call for $.04 - .08 sep q and .03 - .08 dec q. yet they project $.80 for 2000 earnings. that is a triple of this year's earnings. since this q's sales count in rmbs 2000 earnings, the earnings ramp itself is going to be phenomenal. the last 2 q of 2000 (1st two calendar q's) earnings will be up at least 4-10x and accelerating to meet this projection. many of us see this as low and expect the bar to be raised when coppermine is introduced in a coupla months and we see rdram in laptops. raised again when sony releases playstation II in jan. and raised again when we see the rdram server chipset scheduled to sample later this year. raised again as mitsushiba releases their line of rambus enabled consumer products. that, i hear is very close. and raised again for surprises. and raised again when some combination of ibm, micron, infineon, mitsubishi, hitachi, and fujitsu begin rdram mass production and join with hyundai, nec, toshiba, samsung and lg semi who are in rambus rdram mass production now. unclewest feeling breezy!

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