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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject4/14/2001 5:54:51 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Apollo,

Now that Rambus has released their quarterly report we know that Q2 revenues doubled versus last year, but there was a 10% sequential decline. I remember that you were thinking this calendar year would be a huge year for Rambus's revenue, making you very optimistic about the stock price over the same period. Any confirmed or new thoughts about Rambus as a result of the quarterly report?

--Mike Buckley
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